Viewpoint Capital Management’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 | $3.02M | Hold |
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|
2025
Q2 | $2.78M | Sell |
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2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $2.67M | Hold |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $2.73M | Hold |
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|
2023
Q3 | $2.39M | Hold |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $2.42M | Hold |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.23M | Hold |
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|
2022
Q2 | $2.36M | Hold |
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|
2022
Q1 | $2.76M | Hold |
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|
2021
Q4 | $2.79M | Buy |
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