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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,810
Closed -$206K 101
2023
Q2
$206K Buy
+3,810
New +$206K 0.2% 98
2022
Q2
Sell
-3,810
Closed -$224K 110
2022
Q1
$224K Hold
3,810
0.2% 111
2021
Q4
$226K Buy
+3,810
New +$226K 0.2% 99