Cedar Mountain Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.9K | Hold |
727
| – | – | 0.01% | 155 |
|
|
2026
Q1 | $50.5K | Hold |
727
| – | – | 0.01% | 148 |
|
|
2025
Q4 | $49.8K | Hold |
727
| – | – | 0.01% | 116 |
|
|
2025
Q3 | $48.4K | Hold |
727
| – | – | 0.01% | 116 |
|
|
2025
Q2 | $44.6K | Hold |
727
| – | – | 0.01% | 106 |
|
|
2025
Q1 | $43.1K | Hold |
727
| – | – | 0.01% | 102 |
|
|
2024
Q4 | $46.1K | Hold |
727
| – | – | 0.01% | 92 |
|
|
2024
Q3 | $46.1K | Hold |
727
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $42.1K | Sell |
727
-104
| -13% | -$6.09K | 0.01% | 79 |
|
|
2024
Q1 | $50.9K | Hold |
831
| – | – | 0.01% | 76 |
|
|
2023
Q4 | $49.2K | Hold |
831
| – | – | 0.01% | 73 |
|
|
2023
Q3 | $43K | Hold |
831
| – | – | 0.01% | 74 |
|
|
2023
Q2 | $44.9K | Hold |
831
| – | – | 0.01% | 80 |
|
|
2023
Q1 | $43.4K | Hold |
831
| – | – | 0.01% | 80 |
|
|
2022
Q4 | $43.3K | Hold |
831
| – | – | 0.01% | 78 |
|
|
2022
Q3 | $39K | Hold |
831
| – | – | 0.01% | 78 |
|
|
2022
Q2 | $42K | Hold |
831
| – | – | 0.01% | 79 |
|
|
2022
Q1 | $49K | Hold |
831
| – | – | 0.01% | 79 |
|
|
2021
Q4 | $49K | Hold |
831
| – | – | 0.02% | 74 |
|
|
2021
Q3 | $47K | Hold |
831
| – | – | 0.02% | 73 |
|
|
2021
Q2 | $49K | Hold |
831
| – | – | 0.02% | 72 |
|
|
2021
Q1 | $47K | Hold |
831
| – | – | 0.02% | 73 |
|
|
2020
Q4 | $39K | Hold |
831
| – | – | 0.01% | 84 |
|
|
2020
Q3 | $29K | Hold |
831
| – | – | 0.01% | 89 |
|
|
2020
Q2 | $29K | Sell |
831
-99
| -11% | -$3.24K | 0.01% | 84 |
|
|
2020
Q1 | $26K | Hold |
930
| – | – | 0.01% | 75 |
|
|
2019
Q4 | $45K | Buy |
+930
| New | +$42.8K | 0.02% | 66 |
|
Other funds holding ISCV
MTC
TCRG
LI
KFG
TW
IFG
KBFS
CSB
OW