Spire Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3K | Buy |
+91
| New | +$5.3K | ﹤0.01% | 1925 |
|
|
2022
Q3 | – | Sell |
-515
| Closed | -$23K | – | 2390 |
|
|
2022
Q2 | $23K | Buy |
515
+2
| +0.4% | +$89 | ﹤0.01% | 1612 |
|
|
2022
Q1 | $27K | Buy |
513
+2
| +0.4% | +$105 | ﹤0.01% | 1681 |
|
|
2021
Q4 | $29K | Buy |
511
+2
| +0.4% | +$114 | ﹤0.01% | 1965 |
|
|
2021
Q3 | $29K | Buy |
509
+2
| +0.4% | +$114 | ﹤0.01% | 1704 |
|
|
2021
Q2 | $30K | Sell |
507
-1
| -0.2% | -$59 | ﹤0.01% | 1702 |
|
|
2021
Q1 | $29K | Buy |
+508
| New | +$29K | ﹤0.01% | 1977 |
|