Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
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2025
Q1 | $461K | Sell |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $945K | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.59M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $19K | Buy |
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