Kestra Advisory Services’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
Q3 | $431K | Buy |
|
|||||
|
2025
Q2 | $395K | Sell |
|
|||||
|
2025
Q1 | $364K | Buy |
|
|||||
|
2024
Q4 | $400K | Buy |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $289K | Buy |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $258K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $276K | Sell |
|
|||||
|
2021
Q4 | $4.13M | Sell |
|
|||||
|
2021
Q3 | $4.58M | Buy |
|
|||||
|
2021
Q2 | $4.48M | Sell |
|
|||||
|
2021
Q1 | $4.49M | Buy |
|
|||||
|
2020
Q4 | $848K | Buy |
|
|||||
|
2020
Q3 | $670K | Buy |
|