Kestra Advisory Services’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
Q3 | $2.91M | Buy |
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|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $233K | Buy |
|