MGW
MB Generational Wealth’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.39M | Hold |
23,415
| – | – | 1.04% | 16 |
|
|
2024
Q4 | $1.48M | Hold |
23,415
| – | – | 1.09% | 15 |
|
|
2024
Q3 | $1.49M | Hold |
23,415
| – | – | 1.07% | 15 |
|
|
2024
Q2 | $1.36M | Hold |
23,415
| – | – | 1.05% | 14 |
|
|
2024
Q1 | $1.43M | Hold |
23,415
| – | – | 1.12% | 14 |
|
|
2023
Q4 | $1.39M | Buy |
+23,415
| New | +$1.39M | 1.3% | 13 |
|