Kohmann Bosshard Financial Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
19,506
| – | – | 0.13% | 67 |
|
|
2025
Q1 | $1.16M | Hold |
19,506
| – | – | 0.14% | 70 |
|
|
2024
Q4 | $1.24M | Hold |
19,506
| – | – | 0.15% | 69 |
|
|
2024
Q3 | $1.24M | Hold |
19,506
| – | – | 0.15% | 69 |
|
|
2024
Q2 | $1.13M | Sell |
19,506
-825
| -4% | -$47.8K | 0.15% | 70 |
|
|
2024
Q1 | $1.24M | Hold |
20,331
| – | – | 0.17% | 73 |
|
|
2023
Q4 | $1.2M | Hold |
20,331
| – | – | 0.18% | 70 |
|
|
2023
Q3 | $1.05M | Sell |
20,331
-121
| -0.6% | -$6.27K | 0.18% | 71 |
|
|
2023
Q2 | $1.1M | Hold |
20,452
| – | – | 0.19% | 68 |
|
|
2023
Q1 | $1.07M | Hold |
20,452
| – | – | 0.2% | 68 |
|
|
2022
Q4 | $1.06M | Buy |
20,452
+10,560
| +107% | +$550K | 0.21% | 65 |
|
|
2022
Q3 | $470K | Buy |
+9,892
| New | +$470K | 0.1% | 79 |
|