Asset Allocation Strategies’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
Q3 | $513K | Sell |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $823K | Buy |
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