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Ipsen Advisor Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Ipsen Advisor Group’s Portfolio ISCG Stock Details ISCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.58M Buy
112,232
+3,334
+3% +$166K 4.25% 6
2025
Q1 		$4.91M Buy
108,898
+1,874
+2% +$84.4K 4.22% 6
2024
Q4 		$5.29M Buy
+107,024
New +$5.29M 4.52% 6
2022
Q4 		$3.09M Buy
+85,769
New +$3.09M 3.56% 6