PCG
Prosperity Consulting Group’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 | $2.71M | Sell |
44,190
-2,510
| -5% | -$154K | 0.2% | 113 |
|
2025
Q1 | $2.77M | Buy |
46,700
+36
| +0.1% | +$2.14K | 0.21% | 108 |
|
2024
Q4 | $2.96M | Sell |
46,664
-959
| -2% | -$60.8K | 0.22% | 101 |
|
2024
Q3 | $3.02M | Sell |
47,623
-674
| -1% | -$42.8K | 0.24% | 102 |
|
2024
Q2 | $2.8M | Sell |
48,297
-1,550
| -3% | -$89.8K | 0.38% | 68 |
|
2024
Q1 | $3.05M | Buy |
+49,847
| New | +$3.05M | 0.38% | 78 |
|