Focus Partners Wealth’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
$24.3M Buy
395,792
+159,775
+68% +$9.81M 0.05% 316
2025
Q1
$14M Buy
236,017
+177,820
+306% +$10.5M 0.04% 405
2024
Q4
$3.69M Buy
+58,197
New +$3.69M 0.01% 694