Harbor Investment Advisory’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 | $46.6K | Hold |
759
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $45K | Hold |
759
| – | – | ﹤0.01% | 634 |
|
|
2024
Q4 | $48.1K | Hold |
759
| – | – | ﹤0.01% | 608 |
|
|
2024
Q3 | $48.2K | Hold |
759
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $44K | Hold |
759
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $46.5K | Sell |
759
-396
| -34% | -$24.2K | ﹤0.01% | 599 |
|
|
2023
Q4 | $68.4K | Buy |
+1,155
| New | +$68.4K | 0.01% | 500 |
|