Guardian Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
3,993
+11
| +0.3% | +$641 | 0.02% | 305 |
|
|
2025
Q1 | $216K | Buy |
3,982
+10
| +0.3% | +$542 | 0.02% | 296 |
|
|
2024
Q4 | $233K | Buy |
3,972
+13
| +0.3% | +$763 | 0.02% | 289 |
|
|
2024
Q3 | $232K | Sell |
3,959
-2,741
| -41% | -$161K | 0.02% | 245 |
|
|
2024
Q2 | $361K | Hold |
6,700
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $377K | Buy |
+6,700
| New | +$377K | 0.05% | 188 |
|