LPL Financial’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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $8.92M | Buy |
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|
2024
Q4 | $8.45M | Buy |
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|
2024
Q3 | $5.36M | Buy |
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|
2024
Q2 | $4.81M | Sell |
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|
2024
Q1 | $5.09M | Sell |
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|
2023
Q4 | $5.61M | Buy |
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|
2023
Q3 | $4.63M | Buy |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $4.89M | Buy |
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|
2022
Q4 | $4.83M | Buy |
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|
2022
Q3 | $4.36M | Buy |
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|
2022
Q2 | $4.48M | Buy |
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|
2022
Q1 | $5.2M | Sell |
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|
2021
Q4 | $5.41M | Sell |
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|
2021
Q3 | $5.44M | Sell |
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|
2021
Q2 | $7.37M | Buy |
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|
2021
Q1 | $4.65M | Buy |
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|
2020
Q4 | $3.66M | Buy |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.57M | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $4.18M | Buy |
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|
2019
Q3 | $3.74M | Buy |
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|
2019
Q2 | $2.69M | Sell |
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|
2019
Q1 | $5.05M | Sell |
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|
2018
Q4 | $4.58M | Sell |
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|
2018
Q3 | $6.56M | Buy |
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|
2018
Q2 | $6.44M | Sell |
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|
2018
Q1 | $6.07M | Sell |
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|
2017
Q4 | $6.51M | Buy |
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|
2017
Q3 | $6.22M | Buy |
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|
2017
Q2 | $5.97M | Sell |
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|
2017
Q1 | $6.37M | Buy |
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|
2016
Q4 | $6.18M | Sell |
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|
2016
Q3 | $5.75M | Sell |
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|
2016
Q2 | $6.45M | Sell |
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|
2016
Q1 | $11.4M | Buy |
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|
2015
Q4 | $11.1M | Buy |
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|
2015
Q3 | $5.45M | Sell |
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|
2015
Q2 | $6.46M | Sell |
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|
2015
Q1 | $6.92M | Buy |
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|
2014
Q4 | $6.49M | Buy |
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|
2014
Q3 | $5.81M | Sell |
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|
2014
Q2 | $6.32M | Buy |
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|
2014
Q1 | $5.71M | Buy |
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|
2013
Q4 | $5.39M | Buy |
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|
2013
Q3 | $4.82M | Buy |
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|
2013
Q2 | $3.99M | Buy |
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