NIWA
New Insight Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
7,105
-489
| -6% | -$28.5K | 0.17% | 71 |
|
|
2025
Q1 | $411K | Sell |
7,594
-226
| -3% | -$12.2K | 0.19% | 67 |
|
|
2024
Q4 | $459K | Sell |
7,820
-181
| -2% | -$10.6K | 0.23% | 55 |
|
|
2024
Q3 | $470K | Buy |
8,001
+40
| +0.5% | +$2.35K | 0.25% | 50 |
|
|
2024
Q2 | $429K | Buy |
7,961
+50
| +0.6% | +$2.69K | 0.25% | 53 |
|
|
2024
Q1 | $445K | Buy |
7,911
+225
| +3% | +$12.6K | 0.28% | 47 |
|
|
2023
Q4 | $412K | Buy |
+7,686
| New | +$412K | 0.28% | 52 |
|