MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-279
| Closed | -$15K | – | 187 |
|
|
2023
Q1 | $15K | Hold |
279
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $14K | Hold |
279
| – | – | 0.01% | 211 |
|
|
2022
Q3 | $14K | Hold |
279
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $14K | Hold |
279
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $16K | Hold |
279
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $17K | Hold |
279
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $16K | Hold |
279
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $16K | Hold |
279
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $16K | Hold |
279
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $13K | Buy |
+279
| New | +$13K | 0.01% | 177 |
|