Geneos Wealth Management’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 | $25.2K | Sell |
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|
2025
Q2 | $120K | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $19.1K | Buy |
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|
2024
Q3 | $9.2K | Buy |
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|
2024
Q2 | $3.91K | Hold |
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|
2024
Q1 | $4K | Hold |
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|
2023
Q4 | $3.78K | Sell |
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|
2023
Q3 | $5.43K | Sell |
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|
2023
Q2 | $6.29K | Hold |
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|
2023
Q1 | $5.92K | Hold |
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|
2022
Q4 | $5.48K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $27K | Buy |
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