Connecticut 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
2021
Q3
Sell
-3,851
Closed -$200K 202
2021
Q2
$200K Buy
+3,851
New +$200K 0.02% 192
2019
Q3
Sell
-6,060
Closed -$206K 149
2019
Q2
$206K Buy
+6,060
New +$206K 0.03% 141