Viewpoint Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
45,274
-123
| -0.3% | -$7.55K | 1.36% | 20 |
|
|
2025
Q1 | $2.69M | Sell |
45,397
-711
| -2% | -$42.2K | 1.45% | 20 |
|
|
2024
Q4 | $2.92M | Sell |
46,108
-10
| -0% | -$634 | 1.54% | 17 |
|
|
2024
Q3 | $2.92M | Sell |
46,118
-10
| -0% | -$633 | 1.63% | 18 |
|
|
2024
Q2 | $2.67M | Hold |
46,128
| – | – | 1.63% | 17 |
|
|
2024
Q1 | $2.82M | Buy |
46,128
+30
| +0.1% | +$1.84K | 1.79% | 17 |
|
|
2023
Q4 | $2.73M | Hold |
46,098
| – | – | 1.91% | 17 |
|
|
2023
Q3 | $2.39M | Hold |
46,098
| – | – | 1.91% | 16 |
|
|
2023
Q2 | $2.49M | Sell |
46,098
-225
| -0.5% | -$12.2K | 1.93% | 15 |
|
|
2023
Q1 | $2.42M | Hold |
46,323
| – | – | 2.17% | 13 |
|
|
2022
Q4 | $2.41M | Sell |
46,323
-615
| -1% | -$32K | 2.33% | 13 |
|
|
2022
Q3 | $2.23M | Hold |
46,938
| – | – | 2.21% | 13 |
|
|
2022
Q2 | $2.36M | Hold |
46,938
| – | – | 2.21% | 14 |
|
|
2022
Q1 | $2.76M | Hold |
46,938
| – | – | 2.13% | 13 |
|
|
2021
Q4 | $2.79M | Buy |
+46,938
| New | +$2.79M | 2.02% | 13 |
|