Wealth Enhancement Advisory Services
ISCV icon

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
2026
Q2 		$523K Buy
6,675
+166
+3% +$12.4K ﹤0.01% 2643
2026
Q1 		$455K Sell
6,509
-3,784
-37% -$271K ﹤0.01% 2392
2025
Q4 		$729K Buy
10,293
+1,107
+12% +$74.6K ﹤0.01% 2181
2025
Q3 		$613K Sell
9,186
-668
-7% -$43.4K ﹤0.01% 2199
2025
Q2 		$630K Buy
9,854
+6
+0.1% +$350 ﹤0.01% 2046
2025
Q1 		$584K Buy
9,848
+83
+0.8% +$5.22K ﹤0.01% 1944
2024
Q4 		$619K Buy
9,765
+765
+9% +$49.9K ﹤0.01% 1831
2024
Q3 		$571K Sell
9,000
-447
-5% -$27.4K ﹤0.01% 1740
2024
Q2 		$547K Buy
9,447
+193
+2% +$11.3K ﹤0.01% 1595
2024
Q1 		$566K Buy
9,254
+140
+2% +$8.12K ﹤0.01% 1505
2023
Q4 		$540K Buy
9,114
+1,354
+17% +$71.6K ﹤0.01% 1455
2023
Q3 		$402K Buy
+7,760
New +$425K ﹤0.01% 1563

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