EverSource Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
574
| – | – | ﹤0.01% | 1896 |
|
|
2025
Q1 | $31.1K | Hold |
574
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q4 | $33.7K | Hold |
574
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q3 | $33.7K | Hold |
574
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q2 | $33.5K | Hold |
574
| – | – | ﹤0.01% | 1279 |
|
|
2024
Q1 | $30.1K | Hold |
574
| – | – | ﹤0.01% | 1185 |
|
|
2023
Q4 | $30.8K | Hold |
574
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q3 | $27K | Hold |
574
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $28.5K | Hold |
574
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q1 | $27.2K | Buy |
+574
| New | +$27.2K | ﹤0.01% | 977 |
|