Opes Wealth Management’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
Q2 | $6.32M | Buy |
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|
2025
Q1 | $5.32M | Buy |
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|
2024
Q4 | $5.17M | Buy |
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|
2024
Q3 | $5.11M | Buy |
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|
2024
Q2 | $4.71M | Sell |
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|
2024
Q1 | $4.9M | Sell |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $4.13M | Buy |
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|
2023
Q2 | $4.23M | Buy |
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|
2023
Q1 | $3.69M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.88M | Buy |
|