MWM
MGB Wealth Management’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
Q2 | $10.7K | Hold |
175
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $10.4K | Hold |
175
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $11.1K | Hold |
175
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $11.1K | Hold |
175
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $10.6K | Hold |
175
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $10.7K | Hold |
175
| – | – | ﹤0.01% | 250 |
|
|
2023
Q4 | $10.4K | Buy |
+175
| New | +$10.4K | 0.01% | 245 |
|