Aptus Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
+17,329
| New | +$1.06M | 0.01% | 515 |
|
|
2023
Q2 | – | Sell |
-180
| Closed | -$9.39K | – | 821 |
|
|
2023
Q1 | $9.39K | Buy |
+180
| New | +$9.39K | ﹤0.01% | 683 |
|
|
2022
Q4 | – | Sell |
-180
| Closed | -$9K | – | 817 |
|
|
2022
Q3 | $9K | Hold |
180
| – | – | ﹤0.01% | 665 |
|
|
2022
Q2 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 573 |
|