Madison Wealth Partners’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
$367K Buy
2025
Q1
$322K Sell
2024
Q4
$388K Buy
2024
Q3
$383K Hold
2024
Q2
$356K Buy
2024
Q1
$362K Buy
2023
Q4
$341K Buy
2023
Q3
$284K Buy
2023
Q2
$303K Buy
2023
Q1
$263K Buy