RDFA
Ritter Daniher Financial Advisory’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 | $213K | Buy |
4,277
+1,223
| +40% | +$60.9K | 0.05% | 91 |
|
|
2025
Q1 | $138K | Sell |
3,054
-259
| -8% | -$11.7K | 0.04% | 102 |
|
|
2024
Q4 | $164K | Hold |
3,313
| – | – | 0.05% | 92 |
|
|
2024
Q3 | $162K | Hold |
3,313
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $151K | Buy |
3,313
+34
| +1% | +$1.55K | 0.05% | 89 |
|
|
2024
Q1 | $153K | Buy |
3,279
+99
| +3% | +$4.61K | 0.05% | 89 |
|
|
2023
Q4 | $140K | Buy |
+3,180
| New | +$140K | 0.05% | 93 |
|