GJWM
Gilliland Jeter Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
10,971
+871
| +9% | +$43.3K | 0.18% | 106 |
|
|
2025
Q1 | $455K | Buy |
10,100
+122
| +1% | +$5.5K | 0.16% | 110 |
|
|
2024
Q4 | $494K | Buy |
9,978
+718
| +8% | +$35.5K | 0.17% | 110 |
|
|
2024
Q3 | $453K | Buy |
9,260
+7,439
| +409% | +$364K | 0.15% | 112 |
|
|
2024
Q2 | $82.8K | Buy |
+1,821
| New | +$82.8K | 0.03% | 232 |
|