Stifel Financial’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 | – | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $228K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3.55M | Sell |
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|
2015
Q1 | $6.51M | Buy |
|