Black Diamond Financial’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
Q3 | $3.04M | Buy |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $366K | Buy |
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