Laurel Wealth Advisors (North Carolina)’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 | $1.41M | Buy |
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|
2025
Q1 | $63.5K | Hold |
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|
2024
Q4 | $69.7K | Hold |
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|
2024
Q3 | $69K | Hold |
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|
2024
Q2 | $64.1K | Hold |
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|
2024
Q1 | $65.7K | Hold |
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|
2023
Q4 | $62K | Hold |
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|
2023
Q3 | $54.7K | Hold |
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|
2023
Q2 | $58.4K | Hold |
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|
2023
Q1 | $55K | Hold |
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|
2022
Q4 | $50.8K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $39K | Buy |
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