Pacific Sun Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Sell |
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|
2025
Q2 | $626K | Hold |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $686K | Buy |
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|
2022
Q4 | $688K | Sell |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $816K | Sell |
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|
2021
Q4 | $832K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $669K | Buy |
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|
2020
Q1 | $534K | Sell |
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|
2019
Q4 | $913K | Sell |
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|
2019
Q3 | $903K | Sell |
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|
2019
Q2 | $929K | Buy |
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|
2018
Q2 | $952K | Buy |
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|
2018
Q1 | $857K | Buy |
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