Transcend Capital Advisors’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 | $382K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $204K | Buy |
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