Asset Dedication LLC’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
$352K Buy
2025
Q1
$339K Buy
2024
Q4
$6.47K Hold
2024
Q3
$6.47K Hold
2024
Q2
$5.91K Buy