Concord Wealth Partners’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 | – | Sell |
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|
2025
Q2 | $5.57K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.48K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $65K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $58.4K | Buy |
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|
2023
Q2 | $55.7K | Buy |
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|
2023
Q1 | $46.4K | Buy |
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|
2022
Q4 | $35.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $43K | Buy |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $43K | Buy |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $13K | Buy |
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