Vaughan & Co Securities’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 | $19.4M | Buy |
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|
2025
Q2 | $17.3M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $16.7M | Buy |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $14.9M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $6.41M | Buy |
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|
2022
Q2 | $736K | Buy |
|