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Perigon Wealth Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Perigon Wealth Management’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
4,355
+304
+8% +$18.7K 0.01% 882
2025
Q1 		$240K Buy
+4,051
New +$240K 0.01% 894