EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $3.11M | Sell |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.45M | Sell |
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|
2021
Q4 | $3.59M | Buy |
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|
2021
Q3 | $3.38M | Buy |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $3.3M | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $2.42M | Sell |
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|
2019
Q3 | $2.25M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2.16M | Buy |
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|
2018
Q4 | $1.86M | Buy |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $1.98M | Buy |
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|
2017
Q4 | $2.07M | Sell |
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|
2017
Q3 | $1.99M | Sell |
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|
2017
Q2 | $2.05M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.77M | Sell |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.5M | Buy |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $1.72M | Sell |
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|
2015
Q1 | $2.97M | Buy |
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|
2014
Q4 | $2.92M | Buy |
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