Cetera Investment Advisers’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.5M | Buy |
197,039
+188,000
| +2,080% | +$11M | 0.02% | 756 |
|
2025
Q1 | $490K | Buy |
9,039
+499
| +6% | +$27K | ﹤0.01% | 2854 |
|
2024
Q4 | $501K | Sell |
8,540
-14
| -0.2% | -$821 | ﹤0.01% | 2682 |
|
2024
Q3 | $502K | Buy |
8,554
+1
| +0% | +$59 | ﹤0.01% | 2648 |
|
2024
Q2 | $461K | Hold |
8,553
| – | – | ﹤0.01% | 2659 |
|
2024
Q1 | $481K | Buy |
+8,553
| New | +$481K | ﹤0.01% | 2637 |
|