CWA
Continuum Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,116
| Closed | -$241K | – | 57 |
|
|
2024
Q4 | $241K | Hold |
4,116
| – | – | 0.12% | 51 |
|
|
2024
Q3 | $242K | Hold |
4,116
| – | – | 0.13% | 51 |
|
|
2024
Q2 | $222K | Hold |
4,116
| – | – | 0.12% | 55 |
|
|
2024
Q1 | $231K | Hold |
4,116
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $221K | Buy |
+4,116
| New | +$221K | 0.14% | 47 |
|
|
2023
Q3 | – | Sell |
-4,116
| Closed | -$205K | – | 48 |
|
|
2023
Q2 | $205K | Buy |
+4,116
| New | +$205K | 0.14% | 48 |
|