BOK Financial Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-414
| Closed | -$16.1K | – | 527 |
|
2023
Q3 | $16.1K | Hold |
414
| – | – | ﹤0.01% | 301 |
|
2023
Q2 | $17.1K | Hold |
414
| – | – | ﹤0.01% | 295 |
|
2023
Q1 | $16.1K | Hold |
414
| – | – | ﹤0.01% | 320 |
|
2022
Q4 | $14.9K | Hold |
414
| – | – | ﹤0.01% | 309 |
|
2022
Q3 | $14K | Hold |
414
| – | – | ﹤0.01% | 317 |
|
2022
Q2 | $15K | Buy |
+414
| New | +$15K | ﹤0.01% | 323 |
|