McKinley Carter Wealth Services’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 | $6.82M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $459K | Buy |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $424K | Buy |
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