Rodgers & Associates’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 | $2.93M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $1.94M | Buy |
|