GA
Goldstein 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 | $2.44M | Buy |
41,839
+82
| +0.2% | +$4.78K | 0.33% | 34 |
|
|
2025
Q1 | $2.26M | Sell |
41,757
-496
| -1% | -$26.9K | 0.33% | 34 |
|
|
2024
Q4 | $2.48M | Buy |
42,253
+574
| +1% | +$33.7K | 0.36% | 33 |
|
|
2024
Q3 | $2.45M | Buy |
41,679
+295
| +0.7% | +$17.3K | 0.37% | 31 |
|
|
2024
Q2 | $2.23M | Buy |
41,384
+1,583
| +4% | +$85.3K | 0.37% | 32 |
|
|
2024
Q1 | $2.24M | Sell |
39,801
-315
| -0.8% | -$17.7K | 0.38% | 32 |
|
|
2023
Q4 | $2.15M | Sell |
40,116
-1,094
| -3% | -$58.6K | 0.36% | 55 |
|
|
2023
Q3 | $1.94M | Sell |
41,210
-249
| -0.6% | -$11.7K | 0.41% | 33 |
|
|
2023
Q2 | $2.06M | Buy |
41,459
+925
| +2% | +$46K | 0.43% | 34 |
|
|
2023
Q1 | $1.92M | Sell |
40,534
-225
| -0.6% | -$10.7K | 0.42% | 35 |
|
|
2022
Q4 | $1.86M | Buy |
+40,759
| New | +$1.86M | 0.45% | 34 |
|