D.J. St. Germain’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Hold |
351
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $20.8K | Hold |
351
| – | – | ﹤0.01% | 502 |
|
|
2024
Q4 | $22.3K | Hold |
351
| – | – | ﹤0.01% | 515 |
|
|
2024
Q3 | $22.3K | Hold |
351
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $20.3K | Hold |
351
| – | – | ﹤0.01% | 470 |
|
|
2024
Q1 | $21.5K | Hold |
351
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $20.8K | Hold |
351
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $18.2K | Hold |
351
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $19K | Buy |
+351
| New | +$19K | ﹤0.01% | 477 |
|