Surevest’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
2022 Q3	$1.41M	Buy	29,640 +1,896	+7%	+$90.1K	0.38%	81
2022 Q2	$1.4M	Buy	27,744 +728	+3%	+$36.6K	0.37%	83
2022 Q1	$1.59M	Buy	27,016 +25,691	+1,939%	+$1.51M	0.38%	83
2021 Q4	$79K	Buy	+1,325	New	+$79K	0.02%	158