Arax Advisory Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Buy |
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|
2025
Q1 | $4.65K | Hold |
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|
2024
Q4 | $4.95K | Hold |
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|
2024
Q3 | $4.93K | Buy |
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|
2024
Q2 | $4.47K | Hold |
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|
2024
Q1 | $4.7K | Buy |
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|
2023
Q4 | $4.53K | Buy |
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|
2023
Q3 | $3.91K | Sell |
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|
2023
Q2 | $8.18K | Hold |
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|
2023
Q1 | $7.86K | Buy |
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|
2022
Q4 | $7.8K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $87K | Buy |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $84K | Buy |
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|
2019
Q3 | $79K | Buy |
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|
2019
Q2 | $80K | Buy |
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|
2018
Q4 | $72K | Sell |
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|
2018
Q3 | $95K | Sell |
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|
2018
Q2 | $96K | Buy |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $78K | Buy |
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|
2017
Q3 | $75K | Sell |
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|
2017
Q2 | $100K | Sell |
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|
2017
Q1 | $120K | Buy |
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|
2016
Q4 | $119K | Buy |
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