Crescent Grove Advisors’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
Q2 | $713K | Hold |
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|
2025
Q1 | $646K | Hold |
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|
2024
Q4 | $709K | Hold |
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|
2024
Q3 | $702K | Hold |
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|
2024
Q2 | $652K | Hold |
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|
2024
Q1 | $668K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $557K | Hold |
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|
2023
Q2 | $594K | Hold |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $946K | Hold |
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|
2022
Q2 | $964K | Hold |
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|
2022
Q1 | $1.21M | Hold |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.37M | Buy |
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