Gryphon Financial Partners’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 | – | Sell |
-3,772
| Closed | -$224K | – | 310 |
|
|
2025
Q1 | $224K | Buy |
+3,772
| New | +$224K | 0.03% | 264 |
|
|
2022
Q3 | – | Sell |
-204
| Closed | -$10K | – | 209 |
|
|
2022
Q2 | $10K | Buy |
+204
| New | +$10K | ﹤0.01% | 215 |
|
|
2018
Q3 | – | Sell |
-219
| Closed | -$11K | – | 502 |
|
|
2018
Q2 | $11K | Hold |
219
| – | – | 0.01% | 492 |
|
|
2018
Q1 | $10K | Hold |
219
| – | – | 0.01% | 520 |
|
|
2017
Q4 | $11K | Buy |
+219
| New | +$11K | 0.01% | 522 |
|