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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Hold |
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|
2025
Q1 | $43.1K | Hold |
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|
2024
Q4 | $46.1K | Hold |
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|
2024
Q3 | $46.1K | Hold |
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|
2024
Q2 | $42.1K | Sell |
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|
2024
Q1 | $50.9K | Hold |
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|
2023
Q4 | $49.2K | Hold |
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|
2023
Q3 | $43K | Hold |
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|
2023
Q2 | $44.9K | Hold |
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|
2023
Q1 | $43.4K | Hold |
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|
2022
Q4 | $43.3K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $29K | Sell |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $45K | Buy |
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