PIA
Panoramic Investment Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
13,380
-374
| -3% | -$23K | 0.5% | 48 |
|
|
2025
Q1 | $816K | Buy |
13,754
+52
| +0.4% | +$3.08K | 0.55% | 46 |
|
|
2024
Q4 | $869K | Buy |
13,702
+227
| +2% | +$14.4K | 0.57% | 45 |
|
|
2024
Q3 | $855K | Buy |
+13,475
| New | +$855K | 0.59% | 41 |
|
|
2024
Q1 | $816K | Sell |
13,341
-182
| -1% | -$11.1K | 0.6% | 42 |
|
|
2023
Q4 | $801K | Sell |
13,523
-781
| -5% | -$46.2K | 0.69% | 42 |
|
|
2023
Q3 | $741K | Buy |
+14,304
| New | +$741K | 0.68% | 41 |
|
|
2022
Q4 | $738K | Buy |
+14,170
| New | +$738K | 0.76% | 39 |
|