Continuum Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$241K Hold
2024
Q3
$242K Hold
2024
Q2
$222K Hold
2024
Q1
$231K Hold
2023
Q4
$221K Buy
2023
Q3
Sell
2023
Q2
$205K Buy