New Insight Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
2025
Q1
$411K Sell
2024
Q4
$459K Sell
2024
Q3
$470K Buy
2024
Q2
$429K Buy
2024
Q1
$445K Buy
2023
Q4
$412K Buy