Farther Finance Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
37,718
+32,802
| +667% | +$1.63M | 0.04% | 381 |
|
|
2025
Q1 | $222K | Buy |
4,916
+4,909
| +70,129% | +$221K | 0.01% | 1183 |
|
|
2024
Q4 | $355 | Hold |
7
| – | – | ﹤0.01% | 3516 |
|
|
2024
Q3 | $350 | Sell |
7
-412
| -98% | -$20.6K | ﹤0.01% | 3503 |
|
|
2024
Q2 | $18.9K | Sell |
419
-46
| -10% | -$2.07K | ﹤0.01% | 1799 |
|
|
2024
Q1 | $21.4K | Buy |
465
+411
| +761% | +$18.9K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $2.38K | Buy |
+54
| New | +$2.38K | ﹤0.01% | 2362 |
|