Merit Financial Group’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
Q3 | $621K | Sell |
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|
2025
Q2 | $594K | Buy |
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2025
Q1 | $544K | Sell |
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|
2024
Q4 | $726K | Sell |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $963K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $356K | Buy |
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