Wells Fargo
ISCB icon

Wells Fargo’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Wells Fargo’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.67M Buy
71,704
+307
+0.4% +$20.7K ﹤0.01% 2647
2025
Q4 		$4.64M Buy
71,397
+251
+0.4% +$16.2K ﹤0.01% 2754
2025
Q3 		$4.51M Sell
71,146
-403
-0.6% -$24.7K ﹤0.01% 2670
2025
Q2 		$4.17M Buy
71,549
+2,235
+3% +$122K ﹤0.01% 2616
2025
Q1 		$3.76M Buy
69,314
+2,731
+4% +$159K ﹤0.01% 2637
2024
Q4 		$3.91M Buy
66,583
+614
+0.9% +$37.1K ﹤0.01% 2634
2024
Q3 		$3.87M Buy
65,969
+1,402
+2% +$79K ﹤0.01% 2558
2024
Q2 		$3.48M Buy
64,567
+2,701
+4% +$146K ﹤0.01% 2544
2024
Q1 		$3.48M Buy
61,866
+574
+0.9% +$30.6K ﹤0.01% 2546
2023
Q4 		$3.29M Buy
61,292
+41,023
+202% +$1.96M ﹤0.01% 2522
2023
Q3 		$954K Sell
20,269
-42,384
-68% -$2.11M ﹤0.01% 3365
2023
Q2 		$3.12M Buy
62,653
+40,445
+182% +$1.91M ﹤0.01% 2534
2023
Q1 		$1.05M Sell
22,208
-45,323
-67% -$2.2M ﹤0.01% 3336
2022
Q4 		$3.08M Buy
67,531
+17,074
+34% +$788K ﹤0.01% 2431
2022
Q3 		$2.15M Buy
50,457
+18,314
+57% +$870K ﹤0.01% 2671
2022
Q2 		$1.42M Sell
32,143
-2,373
-7% -$115K ﹤0.01% 3060
2022
Q1 		$1.85M Sell
34,516
-2,404
-7% -$128K ﹤0.01% 3381
2021
Q4 		$2.11M Sell
36,920
-1,615
-4% -$93.5K ﹤0.01% 3448
2021
Q3 		$2.16M Buy
38,535
+1,218
+3% +$69.2K ﹤0.01% 3604
2021
Q2 		$2.19M Sell
37,317
-1,455
-4% -$84.5K ﹤0.01% 3611
2021
Q1 		$2.19M Sell
38,772
-3,328
-8% -$181K ﹤0.01% 3614
2020
Q4 		$2.08M Sell
42,100
-5,900
-12% -$265K ﹤0.01% 3470
2020
Q3 		$1.88M Sell
48,000
-1,864
-4% -$73.6K ﹤0.01% 3351
2020
Q2 		$1.89M Sell
49,864
-41,788
-46% -$1.48M ﹤0.01% 3305
2020
Q1 		$2.87M Buy
91,652
+26,204
+40% +$1.1M ﹤0.01% 2705
2019
Q4 		$3.09M Buy
65,448
+1,780
+3% +$80.9K ﹤0.01% 2980
2019
Q3 		$2.79M Buy
63,668
+320
+0.5% +$13.9K ﹤0.01% 3048
2019
Q2 		$2.77M Sell
63,348
-1,748
-3% -$75K ﹤0.01% 3066
2019
Q1 		$2.75M Sell
65,096
-1,524
-2% -$63.2K ﹤0.01% 3079
2018
Q4 		$2.46M Sell
66,620
-37,232
-36% -$1.52M ﹤0.01% 3090
2018
Q3 		$4.68M Buy
103,852
+23,244
+29% +$1.06M ﹤0.01% 2704
2018
Q2 		$3.6M Buy
80,608
+18,856
+31% +$831K ﹤0.01% 2976
2018
Q1 		$2.61M Sell
61,752
-36,024
-37% -$1.57M ﹤0.01% 3166
2017
Q4 		$4.26M Buy
97,776
+35,836
+58% +$1.52M ﹤0.01% 2723
2017
Q3 		$2.58M Sell
61,940
-7,092
-10% -$284K ﹤0.01% 3104
2017
Q2 		$2.79M Buy
69,032
+1,884
+3% +$75.3K ﹤0.01% 2937
2017
Q1 		$2.68M Sell
67,148
-26,060
-28% -$1.03M ﹤0.01% 2954
2016
Q4 		$3.64M Buy
93,208
+28,664
+44% +$1.07M ﹤0.01% 2663
2016
Q3 		$2.34M Buy
64,544
+16,692
+35% +$599K ﹤0.01% 2836
2016
Q2 		$1.61M Buy
47,852
+4,444
+10% +$149K ﹤0.01% 3126
2016
Q1 		$1.45M Sell
43,408
-75,284
-63% -$2.32M ﹤0.01% 3154
2015
Q4 		$3.81M Sell
118,692
-14,348
-11% -$475K ﹤0.01% 2524
2015
Q3 		$4.21M Buy
133,040
+2,692
+2% +$91.6K ﹤0.01% 2442
2015
Q2 		$4.67M Sell
130,348
-3,976
-3% -$143K ﹤0.01% 2472
2015
Q1 		$4.83M Buy
134,324
+16,116
+14% +$562K ﹤0.01% 2397
2014
Q4 		$4.1M Buy
118,208
+764
+0.7% +$25.5K ﹤0.01% 2488
2014
Q3 		$3.8M Buy
117,444
+856
+0.7% +$28.7K ﹤0.01% 2526
2014
Q2 		$4M Buy
116,588
+12,952
+12% +$428K ﹤0.01% 2491
2014
Q1 		$3.44M Sell
103,636
-46,308
-31% -$1.5M ﹤0.01% 2600
2013
Q4 		$4.85M Buy
149,944
+66,032
+79% +$2.04M ﹤0.01% 2285
2013
Q3 		$2.5M Sell
83,912
-4,892
-6% -$142K ﹤0.01% 2732
2013
Q2 		$2.44M Buy
+88,804
New +$2.42M ﹤0.01% 2664

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo's ISCB Position: Q1 2026 in Review

Wells Fargo increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.43% in Q1 2026, buying an estimated $20.7K and bringing the position to 71,704 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Wells Fargo first reported a position in ISCB in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.85M in Q4 2013. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

  • Wells Fargo held 71,704 shares of iShares Morningstar Small-Cap ETF worth $4.67M as of Q1 2026.
  • Wells Fargo bought 307 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $20.7K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2647 holding.
  • Wells Fargo first reported a position in iShares Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares Morningstar Small-Cap ETF position peaked at $4.85M in Q4 2013.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.