B. Riley 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
2024
Q4
$226K Buy
2024
Q3
$213K Buy
2021
Q1
Sell
2020
Q4
$341K Buy
2020
Q3
Sell
2020
Q2
$270K Buy
2020
Q1
Sell
2019
Q4
$207K Buy
2019
Q3
Sell
2019
Q2
$206K Buy