Carson Wealth (CWM LLC)’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
Q3 | $13.2M | Sell |
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|
2025
Q2 | $13.2M | Sell |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $8.06M | Sell |
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|
2024
Q3 | $8.12M | Buy |
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|
2024
Q2 | $7.18M | Buy |
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|
2024
Q1 | $6.94M | Buy |
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|
2023
Q4 | $6.27M | Buy |
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|
2023
Q3 | $5.38M | Sell |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $5.4M | Buy |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $2.81M | Buy |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $7.24M | Buy |
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|
2021
Q4 | $5.29M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.22M | Hold |
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|
2020
Q4 | $1.22M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $1.22M | Hold |
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|
2019
Q4 | $1.22M | Hold |
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|
2019
Q3 | $1.22M | Hold |
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|
2019
Q2 | $1.22M | Hold |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $100K | Hold |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $87K | Buy |
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|
2017
Q4 | $81K | Buy |
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|
2017
Q3 | $40K | Buy |
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