AWM
ISCG icon

AE Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

AE Wealth Management’s Portfolio ISCG Stock Details ISCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,311
Closed -$271K – 1572
2023
Q4 		$271K Sell
6,311
-225
-3% -$9.67K ﹤0.01% 1762
2023
Q3 		$253K Buy
+6,536
New +$253K ﹤0.01% 1682