CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$281K Hold
2025
Q1 		$254K Hold
2024
Q4 		$279K Buy
2024
Q3 		$260K Sell
2024
Q2 		$274K Hold
2024
Q1 		$281K Sell
2023
Q4 		$864K Buy
2022
Q3 		– Sell
2022
Q2 		$63K Buy
2022
Q1 		$6K Hold
2021
Q4 		$7K Buy