MB Generational Wealth’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
Q1
$1.39M Hold
2024
Q4
$1.48M Hold
2024
Q3
$1.49M Hold
2024
Q2
$1.36M Hold
2024
Q1
$1.43M Hold
2023
Q4
$1.39M Buy