Spire Wealth Management’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 | – | Sell |
-200
| Closed | -$11.9K | – | 2472 |
|
|
2025
Q1 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 1786 |
|
|
2024
Q4 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 1778 |
|
|
2024
Q3 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q2 | $11.6K | Hold |
200
| – | – | ﹤0.01% | 1599 |
|
|
2024
Q1 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 1654 |
|
|
2023
Q4 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 1719 |
|
|
2023
Q3 | $10.4K | Hold |
200
| – | – | ﹤0.01% | 1722 |
|
|
2023
Q2 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q1 | $10.4K | Hold |
200
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1567 |
|
|
2022
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1915 |
|
|
2022
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1975 |
|