MWM
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Mittelman Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,016
Closed -$683K 51
2024
Q2
$683K Hold
15,016
0.44% 44
2024
Q1
$699K Buy
+15,016
New +$699K 0.47% 42