Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$613K Sell
2025
Q2 		$630K Buy
2025
Q1 		$584K Buy
2024
Q4 		$619K Buy
2024
Q3 		$571K Sell
2024
Q2 		$547K Buy
2024
Q1 		$566K Buy
2023
Q4 		$540K Buy
2023
Q3 		$402K Buy