My Personal CFO LLC’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
Q1
Sell
-1
Closed -$75K 432
2022
Q4
$75K Buy
+1
New +$75K 0.07% 108