City State Bank’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
Q3 | $146K | Hold |
|
|||||
|
2025
Q2 | $135K | Hold |
|
|||||
|
2025
Q1 | $130K | Hold |
|
|||||
|
2024
Q4 | $139K | Hold |
|
|||||
|
2024
Q3 | $139K | Hold |
|
|||||
|
2024
Q2 | $127K | Hold |
|
|||||
|
2024
Q1 | $134K | Hold |
|
|||||
|
2023
Q4 | $130K | Hold |
|
|||||
|
2023
Q3 | $114K | Hold |
|
|||||
|
2023
Q2 | $119K | Hold |
|
|||||
|
2023
Q1 | $115K | Hold |
|
|||||
|
2022
Q4 | $114K | Hold |
|
|||||
|
2022
Q3 | $104K | Hold |
|
|||||
|
2022
Q2 | $110K | Hold |
|
|||||
|
2022
Q1 | $129K | Hold |
|
|||||
|
2021
Q4 | $131K | Buy |
|