Ritter Daniher Financial Advisory’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
$213K Buy
2025
Q1
$138K Sell
2024
Q4
$164K Hold
2024
Q3
$162K Hold
2024
Q2
$151K Buy
2024
Q1
$153K Buy
2023
Q4
$140K Buy