CMP
Courage Miller Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
13,746
-469
| -3% | -$23.3K | 0.22% | 44 |
|
|
2025
Q1 | $640K | Sell |
14,215
-182
| -1% | -$8.2K | 0.22% | 45 |
|
|
2024
Q4 | $712K | Sell |
14,397
-136
| -0.9% | -$6.73K | 0.24% | 45 |
|
|
2024
Q3 | $712K | Sell |
14,533
-855
| -6% | -$41.9K | 0.24% | 45 |
|
|
2024
Q2 | $700K | Sell |
15,388
-10
| -0.1% | -$455 | 0.25% | 45 |
|
|
2024
Q1 | $717K | Sell |
15,398
-194
| -1% | -$9.04K | 0.25% | 46 |
|
|
2023
Q4 | $686K | Sell |
15,592
-2,509
| -14% | -$110K | 0.26% | 44 |
|
|
2023
Q3 | $702K | Sell |
18,101
-410
| -2% | -$15.9K | 0.29% | 43 |
|
|
2023
Q2 | $767K | Sell |
18,511
-221
| -1% | -$9.15K | 0.32% | 41 |
|
|
2023
Q1 | $730K | Sell |
18,732
-562
| -3% | -$21.9K | 0.31% | 42 |
|
|
2022
Q4 | $695K | Sell |
19,294
-600
| -3% | -$21.6K | 0.32% | 42 |
|
|
2022
Q3 | $690K | Sell |
19,894
-431
| -2% | -$14.9K | 0.35% | 39 |
|
|
2022
Q2 | $718K | Hold |
20,325
| – | – | 0.34% | 38 |
|
|
2022
Q1 | $898K | Sell |
20,325
-42
| -0.2% | -$1.86K | 0.36% | 38 |
|
|
2021
Q4 | $1.01M | Sell |
20,367
-749
| -4% | -$37.2K | 0.38% | 39 |
|
|
2021
Q3 | $1.04M | Sell |
21,116
-1,791
| -8% | -$88.2K | 0.42% | 35 |
|
|
2021
Q2 | $1.19M | Buy |
22,907
+19,029
| +491% | +$986K | 0.49% | 34 |
|
|
2021
Q1 | $1.17M | Sell |
3,878
-101
| -3% | -$30.3K | 0.51% | 34 |
|
|
2020
Q4 | $1.21M | Sell |
3,979
-1,252
| -24% | -$380K | 0.56% | 31 |
|
|
2020
Q3 | $1.16M | Hold |
5,231
| – | – | 0.62% | 28 |
|
|
2020
Q2 | $1.16M | Sell |
5,231
-130
| -2% | -$28.7K | 0.62% | 28 |
|
|
2020
Q1 | $891K | Sell |
5,361
-460
| -8% | -$76.5K | 0.55% | 30 |
|
|
2019
Q4 | $1.23M | Sell |
5,821
-35
| -0.6% | -$7.42K | 0.63% | 31 |
|
|
2019
Q3 | $1.14M | Sell |
5,856
-262
| -4% | -$51K | 0.63% | 31 |
|
|
2019
Q2 | $1.25M | Sell |
6,118
-119
| -2% | -$24.2K | 0.68% | 32 |
|
|
2019
Q1 | $1.24M | Sell |
6,237
-77
| -1% | -$15.4K | 0.7% | 38 |
|
|
2018
Q4 | $1.05M | Hold |
6,314
| – | – | 0.62% | 38 |
|
|
2018
Q3 | $1.34M | Sell |
6,314
-25
| -0.4% | -$5.32K | 0.77% | 33 |
|
|
2018
Q2 | $1.26M | Sell |
6,339
-14
| -0.2% | -$2.78K | 0.75% | 36 |
|
|
2018
Q1 | $1.18M | Sell |
6,353
-251
| -4% | -$46.5K | 0.71% | 37 |
|
|
2017
Q4 | $1.19M | Sell |
6,604
-568
| -8% | -$102K | 0.72% | 40 |
|
|
2017
Q3 | $1.22M | Sell |
7,172
-44
| -0.6% | -$7.47K | 0.76% | 37 |
|
|
2017
Q2 | $1.16M | Buy |
7,216
+9
| +0.1% | +$1.45K | 0.76% | 36 |
|
|
2017
Q1 | $1.1M | Sell |
7,207
-103
| -1% | -$15.7K | 0.76% | 37 |
|
|
2016
Q4 | $1.06M | Sell |
7,310
-1,287
| -15% | -$186K | 0.74% | 39 |
|
|
2016
Q3 | $1.24M | Sell |
8,597
-151
| -2% | -$21.8K | 0.86% | 37 |
|
|
2016
Q2 | $1.17M | Sell |
8,748
-551
| -6% | -$73.9K | 0.84% | 38 |
|
|
2016
Q1 | $1.2M | Sell |
9,299
-856
| -8% | -$110K | 0.84% | 38 |
|
|
2015
Q4 | $1.37M | Buy |
10,155
+354
| +4% | +$47.7K | 0.95% | 37 |
|
|
2015
Q3 | $1.26M | Sell |
9,801
-53
| -0.5% | -$6.82K | 0.94% | 37 |
|
|
2015
Q2 | $1.43M | Sell |
9,854
-81
| -0.8% | -$11.7K | 1.06% | 37 |
|
|
2015
Q1 | $1.43M | Sell |
9,935
-738
| -7% | -$106K | 1.07% | 37 |
|
|
2014
Q4 | $1.44M | Sell |
10,673
-87
| -0.8% | -$11.8K | 1.19% | 38 |
|
|
2014
Q3 | $1.36M | Buy |
10,760
+244
| +2% | +$30.8K | 1.06% | 37 |
|
|
2014
Q2 | $1.41M | Sell |
10,516
-5,358
| -34% | -$719K | 1.03% | 38 |
|
|
2014
Q1 | $2.08M | Sell |
15,874
-297
| -2% | -$38.8K | 1.63% | 27 |
|
|
2013
Q4 | $2.14M | Sell |
16,171
-2,485
| -13% | -$329K | 1.81% | 23 |
|
|
2013
Q3 | $2.3M | Sell |
18,656
-3,255
| -15% | -$401K | 1.89% | 21 |
|
|
2013
Q2 | $2.39M | Buy |
+21,911
| New | +$2.39M | 2.17% | 19 |
|