Trifecta Capital Advisors’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
2025
Q2
$74.4K Hold
1,276
0.01% 157
2025
Q1
$69.1K Hold
1,276
0.01% 126
2024
Q4
$74.9K Hold
1,276
0.01% 119
2024
Q3
$74.9K Hold
1,276
0.02% 120
2024
Q2
$68.7K Hold
1,276
0.02% 126
2024
Q1
$71.7K Buy
+1,276
New +$71.7K 0.02% 124