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Concert Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Concert Wealth Management’s Portfolio ISCV Stock Details ISCV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$315K Buy
2015
Q1 		– Sell
2014
Q4 		$267K Buy
2014
Q3 		– Sell
2014
Q2 		$204K Buy
2014
Q1 		$203K Sell
2013
Q4 		$225K Buy