Surevest’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
2022 Q3	$1.08M	Buy	25,216 +1,940	+8%	+$82.9K	0.29%	85
2022 Q2	$1.03M	Buy	23,276 +500	+2%	+$22.1K	0.27%	88
2022 Q1	$1.22M	Buy	22,776 +21,514	+1,705%	+$1.15M	0.29%	84
2021 Q4	$72K	Buy	+1,262	New	+$72K	0.02%	165