Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $948K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $586K | Sell |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $879K | Sell |
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|
2020
Q3 | $811K | Sell |
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|
2020
Q2 | $789K | Buy |
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|
2020
Q1 | $498K | Buy |
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