Key Financial Inc’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
772
+55
| +8% | +$3.21K | 0.01% | 518 |
|
|
2025
Q1 | $38.8K | Buy |
717
+165
| +30% | +$8.94K | 0.01% | 522 |
|
|
2024
Q4 | $32.4K | Sell |
552
-65
| -11% | -$3.81K | 0.01% | 557 |
|
|
2024
Q3 | $36.2K | Buy |
617
+265
| +75% | +$15.6K | 0.01% | 536 |
|
|
2024
Q2 | $19K | Buy |
352
+87
| +33% | +$4.69K | ﹤0.01% | 645 |
|
|
2024
Q1 | $14.9K | Hold |
265
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $14.2K | Buy |
+265
| New | +$14.2K | ﹤0.01% | 657 |
|