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Apexium Financial’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Apexium Financial’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$484K Sell
8,312
-905
-10% -$52.7K 0.03% 186
2025
Q1 		$499K Buy
9,217
+3,977
+76% +$215K 0.03% 172
2024
Q4 		$307K Buy
+5,240
New +$307K 0.02% 207