Western Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $305K | Buy |
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