PVAMC
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PPS&V Asset Management Consultants’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

PPS&V Asset Management Consultants’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$435K Hold
5,755
– – 0.23% 26
2026
Q1 		$375K Hold
5,755
– – 0.23% 27
2025
Q4 		$374K Hold
5,755
– – 0.22% 27
2025
Q3 		$365K Hold
5,755
– – 0.21% 29
2025
Q2 		$335K Hold
5,755
– – 0.21% 29
2025
Q1 		$312K Hold
5,755
– – 0.23% 30
2024
Q4 		$338K Hold
5,755
– – 0.23% 29
2024
Q3 		$338K Hold
5,755
– – 0.23% 30
2024
Q2 		$310K Sell
5,755
-234
-4% -$12.6K 0.22% 32
2024
Q1 		$337K Buy
5,989
+12
+0.2% +$639 0.25% 31
2023
Q4 		$320K Buy
5,977
+43
+0.7% +$2.06K 0.25% 32
2023
Q3 		$279K Hold
5,934
– – 0.24% 34
2023
Q2 		$295K Buy
5,934
+14
+0.2% +$659 0.24% 33
2023
Q1 		$281K Buy
5,920
+19
+0.3% +$923 0.24% 33
2022
Q4 		$269K Buy
+5,901
New +$272K 0.26% 31

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PFA
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SWM
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