Basepoint Wealth LLC’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 | $415K | Buy |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $294K | Hold |
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|
2022
Q1 | $367K | Hold |
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|
2021
Q4 | $413K | Buy |
|