Creative Planning’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
3,923
+61
| +2% | +$3.56K | ﹤0.01% | 3110 |
|
|
2025
Q1 | $209K | Buy |
3,862
+140
| +4% | +$7.59K | ﹤0.01% | 3019 |
|
|
2024
Q4 | $218K | Hold |
3,722
| – | – | ﹤0.01% | 2898 |
|
|
2024
Q3 | $218K | Hold |
3,722
| – | – | ﹤0.01% | 2764 |
|
|
2024
Q2 | $201K | Buy |
+3,722
| New | +$201K | ﹤0.01% | 2659 |
|
|
2017
Q3 | – | Sell |
-664
| Closed | -$27K | – | 2725 |
|
|
2017
Q2 | $27K | Hold |
664
| – | – | ﹤0.01% | 2928 |
|
|
2017
Q1 | $26K | Buy |
+664
| New | +$26K | ﹤0.01% | 2918 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$7K | – | 3727 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2868 |
|