D.A. Davidson & Co’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 | $1.37M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $981K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $957K | Buy |
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|
2022
Q4 | $955K | Buy |
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|
2022
Q3 | $871K | Sell |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.47M | Buy |
|