B. Riley Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Buy |
4,578
+205
| +5% | +$10.1K | 0.01% | 989 |
|
|
2024
Q3 | $213K | Buy |
+4,373
| New | +$213K | 0.01% | 1114 |
|
|
2021
Q1 | – | Sell |
-6,726
| Closed | -$341K | – | 1383 |
|
|
2020
Q4 | $341K | Buy |
+6,726
| New | +$341K | 0.02% | 686 |
|
|
2020
Q3 | – | Sell |
-7,326
| Closed | -$270K | – | 965 |
|
|
2020
Q2 | $270K | Buy |
+7,326
| New | +$270K | 0.02% | 668 |
|
|
2020
Q1 | – | Sell |
-5,856
| Closed | -$207K | – | 847 |
|
|
2019
Q4 | $207K | Buy |
+5,856
| New | +$207K | 0.02% | 748 |
|
|
2019
Q3 | – | Sell |
-6,066
| Closed | -$206K | – | 833 |
|
|
2019
Q2 | $206K | Buy |
+6,066
| New | +$206K | 0.02% | 707 |
|