Madison Wealth Partners’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 | $326K | Buy |
5,307
+184
| +4% | +$11.3K | 0.07% | 119 |
|
|
2025
Q1 | $304K | Sell |
5,123
-491
| -9% | -$29.1K | 0.08% | 116 |
|
|
2024
Q4 | $356K | Buy |
5,614
+27
| +0.5% | +$1.71K | 0.1% | 101 |
|
|
2024
Q3 | $355K | Hold |
5,587
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $324K | Buy |
5,587
+39
| +0.7% | +$2.26K | 0.11% | 87 |
|
|
2024
Q1 | $340K | Buy |
5,548
+16
| +0.3% | +$979 | 0.12% | 84 |
|
|
2023
Q4 | $328K | Buy |
5,532
+313
| +6% | +$18.5K | 0.13% | 84 |
|
|
2023
Q3 | $270K | Buy |
5,219
+10
| +0.2% | +$518 | 0.14% | 69 |
|
|
2023
Q2 | $281K | Buy |
5,209
+426
| +9% | +$23K | 0.13% | 72 |
|
|
2023
Q1 | $250K | Buy |
+4,783
| New | +$250K | 0.13% | 73 |
|