Phoenix Wealth 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
2026 Q1	$1.09M	Buy	19,912 +104	+0.5%	+$5.98K	0.43%	50
2025 Q4	$1.1M	Buy	19,808 +94	+0.5%	+$5.2K	0.42%	51
2025 Q3	$1.07M	Sell	19,714 -496	-2%	-$25.9K	0.41%	53
2025 Q2	$1.01M	Sell	20,210 -6,157	-23%	-$284K	0.42%	52
2025 Q1	$1.19M	Sell	26,367 -8,869	-25%	-$434K	0.52%	43
2024 Q4	$1.74M	Buy	35,236 +6,024	+21%	+$307K	0.76%	36
2024 Q3	$1.43M	Buy	29,212 +4,030	+16%	+$190K	0.66%	42
2024 Q2	$1.15M	Buy	25,182 +4,873	+24%	+$219K	0.57%	46
2024 Q1	$946K	Buy	20,309 +4,602	+29%	+$204K	0.58%	44
2023 Q4	$682K	Buy	15,707 +5,913	+60%	+$232K	0.48%	46
2023 Q3	$380K	Buy	9,794 +2,146	+28%	+$88.3K	0.22%	62
2023 Q2	$317K	Buy	7,648 +1,251	+20%	+$49K	0.18%	80
2023 Q1	$249K	Sell	6,397 -3,691	-37%	-$144K	0.15%	92
2022 Q4	$364K	Buy	+10,088	New	+$369K	0.22%	62