PWA
Phoenix Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
20,210
-6,157
| -23% | -$306K | 0.42% | 52 |
|
|
2025
Q1 | $1.19M | Sell |
26,367
-8,869
| -25% | -$400K | 0.52% | 43 |
|
|
2024
Q4 | $1.74M | Buy |
35,236
+6,024
| +21% | +$298K | 0.76% | 36 |
|
|
2024
Q3 | $1.43M | Buy |
29,212
+4,030
| +16% | +$197K | 0.66% | 42 |
|
|
2024
Q2 | $1.15M | Buy |
25,182
+4,873
| +24% | +$222K | 0.57% | 46 |
|
|
2024
Q1 | $946K | Buy |
20,309
+4,602
| +29% | +$214K | 0.58% | 44 |
|
|
2023
Q4 | $682K | Buy |
15,707
+5,913
| +60% | +$257K | 0.48% | 46 |
|
|
2023
Q3 | $380K | Buy |
9,794
+2,146
| +28% | +$83.2K | 0.22% | 62 |
|
|
2023
Q2 | $317K | Buy |
7,648
+1,251
| +20% | +$51.8K | 0.18% | 80 |
|
|
2023
Q1 | $249K | Sell |
6,397
-3,691
| -37% | -$144K | 0.15% | 92 |
|
|
2022
Q4 | $364K | Buy |
+10,088
| New | +$364K | 0.22% | 62 |
|