Rise Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22K | Sell |
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|
2025
Q2 | $25.3K | Sell |
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|
2025
Q1 | $38.9K | Buy |
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|
2024
Q4 | $41.5K | Buy |
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|
2024
Q3 | $41.3K | Buy |
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|
2024
Q2 | $37.4K | Buy |
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|
2024
Q1 | $39.4K | Buy |
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|
2023
Q4 | $37.9K | Buy |
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|
2023
Q3 | $32.7K | Hold |
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|
2023
Q2 | $34.1K | Buy |
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|
2023
Q1 | $32.8K | Buy |
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|
2022
Q4 | $32.5K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $36.4K | Buy |
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