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Gunn & Company Investment 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
2024
Q3
Sell
-10,109
Closed -$460K 98
2024
Q2
$460K Buy
+10,109
New +$460K 0.03% 94
2024
Q1
Sell
-10,854
Closed -$478K 95
2023
Q4
$478K Buy
+10,854
New +$478K 0.03% 77