Kestra Advisory Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $518K | Sell |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $622K | Sell |
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|
2021
Q1 | $756K | Sell |
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|
2020
Q4 | $686K | Buy |
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|
2020
Q3 | $601K | Buy |
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