Smartleaf Asset Management’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
2,621
+201
| +8% | +$12.4K | 0.01% | 656 |
|
|
2025
Q1 | $143K | Buy |
2,420
+525
| +28% | +$31.1K | 0.01% | 684 |
|
|
2024
Q4 | $119K | Buy |
1,895
+30
| +2% | +$1.89K | 0.01% | 763 |
|
|
2024
Q3 | $118K | Buy |
1,865
+316
| +20% | +$20K | 0.01% | 657 |
|
|
2024
Q2 | $88.9K | Sell |
1,549
-256
| -14% | -$14.7K | 0.01% | 610 |
|
|
2024
Q1 | $110K | Sell |
1,805
-26
| -1% | -$1.58K | 0.02% | 490 |
|
|
2023
Q4 | $110K | Buy |
+1,831
| New | +$110K | 0.03% | 415 |
|