IAG
Ipsen Advisor Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
56,034
+1,503
| +3% | +$92.3K | 2.62% | 11 |
|
|
2025
Q1 | $3.23M | Buy |
54,531
+467
| +0.9% | +$27.7K | 2.78% | 10 |
|
|
2024
Q4 | $3.43M | Buy |
+54,064
| New | +$3.43M | 2.93% | 10 |
|
|
2022
Q4 | $3.67M | Buy |
+70,529
| New | +$3.67M | 4.23% | 4 |
|