Madison Wealth Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
7,368
+231
| +3% | +$11.5K | 0.08% | 107 |
|
|
2025
Q1 | $322K | Sell |
7,137
-708
| -9% | -$31.9K | 0.08% | 111 |
|
|
2024
Q4 | $388K | Buy |
7,845
+28
| +0.4% | +$1.39K | 0.11% | 88 |
|
|
2024
Q3 | $383K | Hold |
7,817
| – | – | 0.11% | 90 |
|
|
2024
Q2 | $356K | Buy |
7,817
+50
| +0.6% | +$2.27K | 0.12% | 82 |
|
|
2024
Q1 | $362K | Buy |
7,767
+18
| +0.2% | +$838 | 0.13% | 80 |
|
|
2023
Q4 | $341K | Buy |
7,749
+412
| +6% | +$18.1K | 0.14% | 79 |
|
|
2023
Q3 | $284K | Buy |
7,337
+13
| +0.2% | +$504 | 0.14% | 66 |
|
|
2023
Q2 | $303K | Buy |
7,324
+569
| +8% | +$23.6K | 0.14% | 68 |
|
|
2023
Q1 | $263K | Buy |
+6,755
| New | +$263K | 0.13% | 71 |
|