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

Copia Wealth Management’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37K Hold
25
– – ﹤0.01% 456
2025
Q4 		$1.39K Hold
25
– – ﹤0.01% 454
2025
Q3 		$1.36K Hold
25
– – ﹤0.01% 424
2025
Q2 		$1.24K Hold
25
– – ﹤0.01% 409
2025
Q1 		$1.13K Hold
25
– – ﹤0.01% 399
2024
Q4 		$1.24K Buy
+25
New +$1.27K ﹤0.01% 374

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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
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GFA
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AI
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Bank of America
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return