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Perennial Investment Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Perennial Investment Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.51M Buy
30,280
+7,579
+33% +$377K 0.15% 132
2025
Q1 		$1.02M Buy
22,701
+2,831
+14% +$128K 0.12% 160
2024
Q4 		$983K Buy
19,870
+1,380
+7% +$68.3K 0.12% 153
2024
Q3 		$905K Buy
+18,490
New +$905K 0.12% 153