Mittelman Wealth Management’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
2024 Q3	–	Sell	-45,389	Closed	-$2.45M	–	50
2024 Q2	$2.45M	Sell	45,389 -56	-0.1%	-$3.02K	1.58%	14
2024 Q1	$2.55M	Buy	+45,445	New	+$2.55M	1.73%	13