Next Financial Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $158K | Sell |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $168K | Sell |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $187K | Hold |
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|
2019
Q3 | $174K | Hold |
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|
2019
Q2 | $178K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $159K | Buy |
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|
2018
Q3 | $52K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $68K | Hold |
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|
2017
Q1 | $70K | Sell |
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|
2016
Q4 | $213K | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | $76K | Sell |
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|
2016
Q1 | $81K | Hold |
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|
2015
Q4 | $78K | Sell |
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|
2015
Q3 | $84K | Hold |
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|
2015
Q2 | $94K | Buy |
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|
2015
Q1 | $81K | Buy |
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|
2014
Q4 | $38K | Sell |
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|
2014
Q3 | $165K | Buy |
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