Altus Wealth Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,960
Closed -$78K 139
2021
Q1
$78K Buy
3,960
+2,640
+200% +$52K 0.08% 115
2020
Q4
$62K Buy
+1,320
New +$62K 0.06% 184