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Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES MORNINGSTAR SMALL-CAP ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 26,267 shares of ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF), worth $2M as of 2026-Q2. The position was decreased (-13.5% shares). ISCB represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2M

Current Shares

26,267

Total Value Change

+$89,351

Total Shares Change

-6,004

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
26,267
-13.5%
$2M0.0%$75.51
0
2026-Q1
Decreased
30,351
-12.0%
$2M0.0%$68.21
0
2025-Q4
Decreased
34,485
-3.3%
$2.2M0.0%$65.61
0
2025-Q3
Decreased
35,673
-2.6%
$2.3M0.0%$63.02
0
2025-Q2
Decreased
36,620
-4.3%
$2.1M0.0%$57.70
0
2025-Q1
Increased
38,277
+11.2%
$2.1M0.0%$53.66
29
2024-Q4
Increased
34,429
+6.7%
$2M0.0%$57.86
28
2024-Q3
Decreased
32,271
-7.8%
$1.9M0.0%$57.52
0

Other major holders of ISCB: MORGAN STANLEY

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