Monterey Private Wealth’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
2022 Q1	–	Sell	-20,574	Closed	-$1.02M	–	130
2021 Q4	$1.02M	Buy	+20,574	New	+$1.02M	0.51%	36