Summit Financial’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	$226K	Buy	3,676 +4	+0.1%	+$246	0.01%	756
2025 Q1	$218K	Buy	+3,672	New	+$218K	0.01%	680