Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $107K | Hold |
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|
2023
Q3 | $91.7K | Hold |
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|
2023
Q2 | $97.9K | Hold |
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|
2023
Q1 | $93.9K | Hold |
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|
2022
Q4 | $93.7K | Hold |
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|
2022
Q3 | $87.9K | Hold |
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|
2022
Q2 | $91.9K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $104K | Hold |
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|
2021
Q2 | $107K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $84.5K | Hold |
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|
2020
Q3 | $64.3K | Hold |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $48.1K | Hold |
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|
2019
Q4 | $86.2K | Buy |
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