SII Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $285K | Buy |
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|
2017
Q2 | $269K | Sell |
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|
2017
Q1 | $310K | Buy |
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|
2016
Q4 | $307K | Sell |
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|
2016
Q3 | $293K | Sell |
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|
2016
Q2 | $310K | Sell |
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|
2016
Q1 | $370K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $904K | Sell |
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|
2015
Q1 | $1.07M | Sell |
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|
2014
Q4 | $1.08M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $247K | Buy |
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|
2014
Q1 | $229K | Hold |
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|
2013
Q4 | $230K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $208K | Buy |
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