IHT Wealth Management’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 | $1.69M | Buy |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $178K | Buy |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $84K | Sell |
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|
2017
Q2 | $38 | Buy |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $74K | Buy |
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