Sigma Planning Corp’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
Q2 | $433K | Hold |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $458K | Sell |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $417K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $309K | Hold |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $289K | Buy |
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|
2017
Q4 | $289K | Sell |
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|
2017
Q3 | $319K | Buy |
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|
2017
Q2 | $213K | Sell |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $250K | Buy |
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