Sunbelt Securities’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 | $68.2K | Hold |
1,075
| – | – | 0.01% | 871 |
|
|
2025
Q1 | $63.7K | Hold |
1,075
| – | – | 0.01% | 851 |
|
|
2024
Q4 | $67.8K | Hold |
1,075
| – | – | 0.01% | 871 |
|
|
2024
Q3 | $68.2K | Hold |
1,075
| – | – | 0.01% | 864 |
|
|
2024
Q2 | $62.3K | Hold |
1,075
| – | – | 0.01% | 848 |
|
|
2024
Q1 | $65.8K | Buy |
1,075
+641
| +148% | +$39.2K | 0.01% | 816 |
|
|
2023
Q4 | $25.7K | Hold |
434
| – | – | ﹤0.01% | 969 |
|
|
2023
Q3 | $22.5K | Hold |
434
| – | – | ﹤0.01% | 988 |
|
|
2023
Q2 | $23.4K | Buy |
+434
| New | +$23.4K | ﹤0.01% | 980 |
|