Aptus Capital Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
4,060
+11
| +0.3% | +$641 | ﹤0.01% | 881 |
|
|
2025
Q1 | $219K | Buy |
4,049
+10
| +0.2% | +$542 | ﹤0.01% | 856 |
|
|
2024
Q4 | $237K | Buy |
4,039
+80
| +2% | +$4.69K | ﹤0.01% | 835 |
|
|
2024
Q3 | $232K | Sell |
3,959
-2,741
| -41% | -$161K | ﹤0.01% | 727 |
|
|
2024
Q2 | $361K | Hold |
6,700
| – | – | 0.01% | 569 |
|
|
2024
Q1 | $377K | Buy |
+6,700
| New | +$377K | 0.01% | 564 |
|