Corient Private Wealth’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 | $672K | Buy |
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|
2025
Q2 | $612K | Hold |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $5.87M | Buy |
|