Panoramic Investment Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Panoramic Investment Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$821K	Sell
2025 Q1	$816K	Buy
2024 Q4	$869K	Buy
2024 Q3	$855K	Buy
2024 Q1	$816K	Sell
2023 Q4	$801K	Sell
2023 Q3	$741K	Buy
2022 Q4	$738K	Buy