Merit Financial Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+3,522
| New | +$205K | ﹤0.01% | 1540 |
|
|
2025
Q1 | – | Sell |
-3,517
| Closed | -$206K | – | 1420 |
|
|
2024
Q4 | $206K | Sell |
3,517
-256
| -7% | -$15K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $221K | Buy |
3,773
+15
| +0.4% | +$880 | 0.01% | 762 |
|
|
2024
Q2 | $202K | Buy |
3,758
+3
| +0.1% | +$162 | ﹤0.01% | 860 |
|
|
2024
Q1 | $202K | Buy |
3,755
+3
| +0.1% | +$161 | ﹤0.01% | 814 |
|
|
2023
Q4 | $201K | Buy |
+3,752
| New | +$201K | 0.01% | 731 |
|