Courage Miller Partners’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 | $578K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $607K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $660K | Sell |
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|
2024
Q2 | $607K | Hold |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $995K | Sell |
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|
2021
Q3 | $995K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $931K | Sell |
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|
2020
Q3 | $728K | Hold |
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|
2020
Q2 | $727K | Sell |
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|
2020
Q1 | $609K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $988K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $963K | Hold |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.28M | Sell |
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|
2017
Q2 | $1.24M | Buy |
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|
2017
Q1 | $1.26M | Sell |
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|
2016
Q4 | $1.3M | Sell |
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|
2016
Q3 | $1.64M | Sell |
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|
2016
Q2 | $1.57M | Sell |
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|
2016
Q1 | $1.66M | Sell |
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|
2015
Q4 | $1.75M | Buy |
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|
2015
Q3 | $1.66M | Sell |
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|
2015
Q2 | $1.87M | Sell |
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|
2015
Q1 | $1.97M | Sell |
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|
2014
Q4 | $2.13M | Sell |
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|
2014
Q3 | $2M | Buy |
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|
2014
Q2 | $2.11M | Sell |
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|
2014
Q1 | $2.06M | Sell |
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|
2013
Q4 | $2.01M | Sell |
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|
2013
Q3 | $2.13M | Sell |
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|
2013
Q2 | $2.28M | Buy |
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