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Rooted Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Rooted Wealth Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-57,127
Closed -$2.35M – 78
2023
Q2 		$2.35M Buy
+57,127
New +$2.35M 1.59% 21