CreativeOne 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 | $709K | Sell |
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|
2025
Q2 | $730K | Buy |
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2025
Q1 | $621K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $327K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
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