Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $692K | Buy |
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