Kohmann Bosshard Financial 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 | $245K | Sell |
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|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $470K | Buy |
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