Cetera Investment Advisers’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 | $2.9M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $966K | Buy |
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|
2023
Q3 | $724K | Hold |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $745K | Buy |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $915K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $987K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $820K | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $437K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $238K | Buy |
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