Towerpoint Wealth’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Sell |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $445K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $503K | Hold |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $419K | Hold |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $591K | Sell |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $576K | Hold |
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|
2019
Q1 | $576K | Hold |
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|
2018
Q4 | $514K | Buy |
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