Envestnet Asset Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $224K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $917K | Buy |
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|
2023
Q3 | $692K | Buy |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $556K | Sell |
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|
2019
Q1 | $3.39M | Buy |
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|
2018
Q4 | $2.27M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $290K | Sell |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $407K | Sell |
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|
2015
Q3 | $405K | Sell |
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|
2015
Q2 | $459K | Sell |
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|
2015
Q1 | $463K | Buy |
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|
2014
Q4 | $25K | Buy |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Buy |
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|
2013
Q3 | $5K | Buy |
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