Bartlett & Co’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $171K | Hold |
|
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $193K | Hold |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $178K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $136K | Buy |
|