CMA
Cedar Mountain Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $46.2K | Hold |
727
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $42.1K | Sell |
727
-104
| -13% | -$6.02K | 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 | Buy |
831
+554
| +200% | – | 0.02% | 72 |
|
|
2021
Q1 | $47K | Hold |
277
| – | – | 0.02% | 73 |
|
|
2020
Q4 | $39K | Hold |
277
| – | – | 0.01% | 84 |
|
|
2020
Q3 | $29K | Hold |
277
| – | – | 0.01% | 89 |
|
|
2020
Q2 | $29K | Sell |
277
-33
| -11% | -$3.46K | 0.01% | 84 |
|
|
2020
Q1 | $26K | Hold |
310
| – | – | 0.01% | 75 |
|
|
2019
Q4 | $45K | Buy |
+310
| New | +$45K | 0.02% | 64 |
|