Cetera Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $483K | Buy |
10,381
+4,035
| +64% | +$188K | ﹤0.01% | 1629 |
|
|
2023
Q4 | $279K | Buy |
+6,346
| New | +$279K | ﹤0.01% | 1467 |
|
|
2022
Q2 | – | Sell |
-6,917
| Closed | -$306K | – | 1414 |
|
|
2022
Q1 | $306K | Buy |
6,917
+84
| +1% | +$3.72K | 0.01% | 1092 |
|
|
2021
Q4 | $339K | Sell |
6,833
-1,026
| -13% | -$50.9K | 0.01% | 1068 |
|
|
2021
Q3 | $387K | Buy |
7,859
+1,248
| +19% | +$61.5K | 0.01% | 982 |
|
|
2021
Q2 | $343K | Sell |
6,611
-14,305
| -68% | -$742K | 0.01% | 997 |
|
|
2021
Q1 | $1.05M | Buy |
+20,916
| New | +$1.05M | 0.03% | 465 |
|