Capital Investment Advisory Services’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 | $53.3K | Hold |
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|
2025
Q2 | $49.1K | Sell |
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|
2025
Q1 | $71.2K | Hold |
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|
2024
Q4 | $76.1K | Hold |
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|
2024
Q3 | $76.2K | Hold |
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|
2024
Q2 | $69.5K | Hold |
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|
2024
Q1 | $73.4K | Hold |
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|
2023
Q4 | $71.1K | Hold |
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|
2023
Q3 | $62.1K | Hold |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $62.6K | Hold |
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|
2022
Q4 | $62.5K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $71K | Hold |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $56K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $57K | Buy |
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