AWM
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Axxcess Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Axxcess Wealth Management’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,812
Closed -$305K – 900
2024
Q4 		$305K Buy
+4,812
New +$305K 0.01% 671