IAG Wealth Partners’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 | $3.45M | Sell |
69,317
-5,585
| -7% | -$278K | 0.46% | 41 |
|
|
2025
Q1 | $3.37M | Buy |
74,902
+3,537
| +5% | +$159K | 0.52% | 39 |
|
|
2024
Q4 | $3.53M | Sell |
71,365
-150
| -0.2% | -$7.42K | 0.62% | 36 |
|
|
2024
Q3 | $3.5M | Buy |
71,515
+1,934
| +3% | +$94.7K | 0.65% | 34 |
|
|
2024
Q2 | $3.16M | Buy |
69,581
+4,049
| +6% | +$184K | 0.64% | 34 |
|
|
2024
Q1 | $3.05M | Buy |
65,532
+2,928
| +5% | +$136K | 0.66% | 31 |
|
|
2023
Q4 | $2.75M | Buy |
+62,604
| New | +$2.75M | 0.63% | 32 |
|