MAI Capital Management’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
Q3 | $24.4K | Hold |
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|
2025
Q2 | $22.4K | Hold |
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|
2025
Q1 | $20.3K | Hold |
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|
2024
Q4 | $22.3K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $243K | Buy |
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