Strategic Financial Planning’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 | $209K | Buy |
+3,580
| New | +$209K | 0.13% | 37 |
|
|
2025
Q1 | – | Sell |
-3,580
| Closed | -$210K | – | 37 |
|
|
2024
Q4 | $210K | Hold |
3,580
| – | – | 0.14% | 36 |
|
|
2024
Q3 | $210K | Buy |
+3,580
| New | +$210K | 0.14% | 36 |
|
|
2024
Q2 | – | Sell |
-3,580
| Closed | -$201K | – | 36 |
|
|
2024
Q1 | $201K | Buy |
+3,580
| New | +$201K | 0.15% | 36 |
|