DWMG
DB Wealth Management Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-618
| Closed | -$27K | – | 309 |
|
|
2022
Q1 | $27K | Sell |
618
-30
| -5% | -$1.31K | 0.02% | 222 |
|
|
2021
Q4 | $32K | Sell |
648
-180
| -22% | -$8.89K | 0.02% | 197 |
|
|
2021
Q3 | $41K | Sell |
828
-408
| -33% | -$20.2K | 0.03% | 174 |
|
|
2021
Q2 | $64K | Buy |
1,236
+972
| +368% | +$50.3K | 0.04% | 142 |
|
|
2021
Q1 | $79K | Hold |
264
| – | – | 0.05% | 130 |
|
|
2020
Q4 | $80K | Buy |
+264
| New | +$80K | 0.06% | 122 |
|