Laurel Wealth Advisors (North Carolina)’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
70,162
+68,752
| +4,876% | +$1.38M | 0.02% | 229 |
|
|
2025
Q1 | $63.5K | Hold |
1,410
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $69.7K | Hold |
1,410
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $69K | Hold |
1,410
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $64.1K | Hold |
1,410
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $65.7K | Hold |
1,410
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $62K | Hold |
1,410
| – | – | 0.01% | 266 |
|
|
2023
Q3 | $54.7K | Hold |
1,410
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $58.4K | Hold |
1,410
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $55K | Hold |
1,410
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $50.8K | Hold |
1,410
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $49K | Hold |
1,410
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $50K | Hold |
1,410
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $62K | Hold |
1,410
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $70K | Hold |
1,410
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $69K | Hold |
1,410
| – | – | 0.02% | 246 |
|
|
2021
Q2 | $73K | Hold |
1,410
| – | – | 0.02% | 242 |
|
|
2021
Q1 | $71K | Hold |
1,410
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $71K | Hold |
1,410
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $56K | Hold |
1,410
| – | – | 0.02% | 231 |
|
|
2020
Q2 | $52K | Hold |
1,410
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $39K | Hold |
1,410
| – | – | 0.01% | 238 |
|
|
2019
Q4 | $50K | Hold |
1,410
| – | – | 0.02% | 241 |
|
|
2019
Q3 | $46K | Hold |
1,410
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $48K | Hold |
1,410
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $47K | Hold |
1,410
| – | – | 0.02% | 229 |
|
|
2018
Q4 | $39K | Buy |
+1,410
| New | +$39K | 0.02% | 233 |
|