Sensible Money’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
5,639
+28
| +0.5% | +$1.72K | 0.13% | 54 |
|
|
2025
Q1 | $333K | Buy |
5,611
+24
| +0.4% | +$1.42K | 0.14% | 54 |
|
|
2024
Q4 | $354K | Buy |
5,587
+49
| +0.9% | +$3.11K | 0.16% | 52 |
|
|
2024
Q3 | $352K | Hold |
5,538
| – | – | 0.15% | 57 |
|
|
2024
Q2 | $321K | Buy |
5,538
+26
| +0.5% | +$1.51K | 0.16% | 58 |
|
|
2024
Q1 | $337K | Buy |
5,512
+884
| +19% | +$54.1K | 0.18% | 56 |
|
|
2023
Q4 | $274K | Buy |
+4,628
| New | +$274K | 0.16% | 57 |
|