Wealth Enhancement Advisory Services’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 | $630K | Buy |
9,854
+6
| +0.1% | +$384 | ﹤0.01% | 2032 |
|
|
2025
Q1 | $584K | Buy |
9,848
+83
| +0.8% | +$4.92K | ﹤0.01% | 1933 |
|
|
2024
Q4 | $619K | Buy |
9,765
+765
| +9% | +$48.5K | ﹤0.01% | 1815 |
|
|
2024
Q3 | $571K | Sell |
9,000
-447
| -5% | -$28.4K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $547K | Buy |
9,447
+193
| +2% | +$11.2K | ﹤0.01% | 1594 |
|
|
2024
Q1 | $566K | Buy |
9,254
+140
| +2% | +$8.57K | ﹤0.01% | 1505 |
|
|
2023
Q4 | $540K | Buy |
9,114
+1,354
| +17% | +$80.2K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $402K | Buy |
+7,760
| New | +$402K | ﹤0.01% | 1559 |
|