Benjamin F. Edwards & Company’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
Q2 | $41K | Hold |
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|
2024
Q1 | $42K | Hold |
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|
2023
Q4 | $40K | Sell |
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|
2023
Q3 | $39K | Buy |
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|
2023
Q2 | $33K | Buy |
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|
2023
Q1 | $31K | Hold |
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|
2022
Q4 | $29K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $108K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $39K | Buy |
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