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Montis Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Montis Financial’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,327
Closed -$240K – 141
2025
Q1 		$240K Sell
5,327
-1,078
-17% -$48.6K 0.07% 126
2024
Q4 		$317K Buy
+6,405
New +$317K 0.1% 111