Christensen King & Associates Investment Services’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 | $331K | Buy |
5,688
+5
| +0.1% | +$291 | 0.15% | 75 |
|
|
2025
Q1 | $319K | Buy |
5,683
+5
| +0.1% | +$281 | 0.15% | 77 |
|
|
2024
Q4 | $338K | Sell |
5,678
-66
| -1% | -$3.93K | 0.16% | 70 |
|
|
2024
Q3 | $337K | Buy |
5,744
+7
| +0.1% | +$411 | 0.16% | 72 |
|
|
2024
Q2 | $309K | Buy |
5,737
+5
| +0.1% | +$269 | 0.15% | 72 |
|
|
2024
Q1 | $322K | Buy |
5,732
+4
| +0.1% | +$225 | 0.16% | 74 |
|
|
2023
Q4 | $307K | Buy |
+5,728
| New | +$307K | 0.16% | 74 |
|