LWA

Lowe Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Lowe Wealth Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.5K	Hold	210	–	–	﹤0.01%	249
2025 Q1	$9.46K	Hold	210	–	–	﹤0.01%	253
2024 Q4	$10.4K	Hold	210	–	–	﹤0.01%	231
2024 Q3	$10.3K	Hold	210	–	–	﹤0.01%	222
2024 Q2	$9.55K	Hold	210	–	–	﹤0.01%	223
2024 Q1	$9.78K	Hold	210	–	–	﹤0.01%	215
2023 Q4	$9.24K	Hold	210	–	–	﹤0.01%	215
2023 Q3	$8.14K	Hold	210	–	–	﹤0.01%	209
2023 Q2	$8.7K	Hold	210	–	–	﹤0.01%	227
2023 Q1	$8.19K	Hold	210	–	–	﹤0.01%	220
2022 Q4	$7.57K	Hold	210	–	–	﹤0.01%	228
2022 Q3	$7K	Hold	210	–	–	﹤0.01%	220
2022 Q2	$7K	Hold	210	–	–	﹤0.01%	210
2022 Q1	$9K	Hold	210	–	–	﹤0.01%	205
2021 Q4	$10K	Hold	210	–	–	﹤0.01%	190
2021 Q3	$10K	Hold	210	–	–	﹤0.01%	185
2021 Q2	$11K	Buy	210 +175	+500%	+$9.17K	0.01%	177
2021 Q1	$11K	Hold	35	–	–	0.01%	172
2020 Q4	$11K	Hold	35	–	–	0.01%	170
2020 Q3	$8K	Hold	35	–	–	﹤0.01%	175
2020 Q2	$8K	Hold	35	–	–	﹤0.01%	167
2020 Q1	$6K	Hold	35	–	–	﹤0.01%	180
2019 Q4	$7K	Hold	35	–	–	﹤0.01%	184
2019 Q3	$7K	Hold	35	–	–	﹤0.01%	177
2019 Q2	$7K	Hold	35	–	–	﹤0.01%	190
2019 Q1	$6K	Hold	35	–	–	﹤0.01%	173
2018 Q4	$6K	Hold	35	–	–	﹤0.01%	161
2018 Q3	$7K	Hold	35	–	–	﹤0.01%	167
2018 Q2	$7K	Hold	35	–	–	﹤0.01%	160
2018 Q1	$6K	Hold	35	–	–	﹤0.01%	175
2017 Q4	$6K	Hold	35	–	–	﹤0.01%	180
2017 Q3	$6K	Hold	35	–	–	﹤0.01%	175
2017 Q2	$6K	Hold	35	–	–	﹤0.01%	151
2017 Q1	$5K	Hold	35	–	–	﹤0.01%	154
2016 Q4	$5K	Hold	35	–	–	﹤0.01%	156
2016 Q3	$5K	Hold	35	–	–	﹤0.01%	157
2016 Q2	$5K	Hold	35	–	–	﹤0.01%	152
2016 Q1	$5K	Hold	35	–	–	﹤0.01%	147
2015 Q4	$5K	Hold	35	–	–	﹤0.01%	155
2015 Q3	$5K	Hold	35	–	–	﹤0.01%	155
2015 Q2	$5K	Hold	35	–	–	﹤0.01%	153
2015 Q1	$5K	Hold	35	–	–	﹤0.01%	151
2014 Q4	$5K	Buy	+35	New	+$5K	﹤0.01%	141