CTWM
Cherry Tree Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Hold |
76
| – | – | ﹤0.01% | 502 |
|
|
2025
Q1 | $3.42K | Hold |
76
| – | – | ﹤0.01% | 576 |
|
|
2024
Q4 | $3.76K | Hold |
76
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $3.72K | Hold |
76
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $3.46K | Hold |
76
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $3.54K | Hold |
76
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $3.34K | Buy |
+76
| New | +$3.34K | ﹤0.01% | 463 |
|