Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $656K | Hold |
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|
2020
Q4 | $662K | Hold |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $455K | Hold |
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|
2019
Q4 | $581K | Buy |
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