Congress Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,870	Closed	-$219K	–	1199
2025 Q1	$219K	Buy	+4,870	New	+$219K	﹤0.01%	1016