Advisornet Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
3,709
-165
| -4% | -$8.21K | 0.01% | 590 |
|
|
2025
Q1 | $175K | Sell |
3,874
-33
| -0.8% | -$1.49K | 0.01% | 579 |
|
|
2024
Q4 | $193K | Buy |
3,907
+12
| +0.3% | +$593 | 0.02% | 520 |
|
|
2024
Q3 | $191K | Buy |
3,895
+4
| +0.1% | +$196 | 0.01% | 535 |
|
|
2024
Q2 | $177K | Sell |
3,891
-186
| -5% | -$8.46K | 0.02% | 506 |
|
|
2024
Q1 | $190K | Sell |
4,077
-197
| -5% | -$9.18K | 0.02% | 482 |
|
|
2023
Q4 | $188K | Sell |
4,274
-175
| -4% | -$7.7K | 0.02% | 480 |
|
|
2023
Q3 | $172K | Hold |
4,449
| – | – | 0.02% | 485 |
|
|
2023
Q2 | $184K | Buy |
4,449
+5
| +0.1% | +$207 | 0.02% | 495 |
|
|
2023
Q1 | $173K | Buy |
4,444
+5
| +0.1% | +$195 | 0.02% | 491 |
|
|
2022
Q4 | $160K | Buy |
4,439
+8
| +0.2% | +$288 | 0.02% | 518 |
|
|
2022
Q3 | $154K | Buy |
4,431
+1,208
| +37% | +$42K | 0.02% | 552 |
|
|
2022
Q2 | $114K | Buy |
3,223
+3
| +0.1% | +$106 | 0.01% | 630 |
|
|
2022
Q1 | $142K | Buy |
3,220
+2
| +0.1% | +$88 | 0.01% | 638 |
|
|
2021
Q4 | $160K | Buy |
3,218
+679
| +27% | +$33.8K | 0.01% | 650 |
|
|
2021
Q3 | $125K | Buy |
+2,539
| New | +$125K | 0.01% | 712 |
|