NewEdge Advisors’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 | $1.22M | Buy |
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|
2025
Q2 | $775K | Sell |
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|
2025
Q1 | $843K | Buy |
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|
2024
Q4 | $924K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $22.3K | Buy |
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|
2023
Q2 | $21.3K | Buy |
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|
2023
Q1 | $20K | Sell |
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|
2022
Q4 | $12.2K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $619K | Buy |
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