IFP Advisors’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
Q2 | $28.3K | Hold |
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|
2025
Q1 | $25.6K | Hold |
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|
2024
Q4 | $28.2K | Buy |
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|
2024
Q3 | $27.8K | Sell |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $846K | Sell |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $168K | Hold |
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|
2020
Q3 | $131K | Hold |
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|
2020
Q2 | $120K | Hold |
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|
2020
Q1 | $92K | Buy |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $4K | Hold |
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|
2017
Q1 | $4K | Buy |
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