Arkadios Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.03M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $570K | Sell |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $24.8K | Hold |
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|
2020
Q2 | $21.2K | Hold |
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|
2020
Q1 | $15.8K | Hold |
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|
2019
Q4 | $21.3K | Buy |
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