SWM
Shelton Wealth Management’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 | $1.08M | Sell |
21,698
-180
| -0.8% | -$8.96K | 0.52% | 71 |
|
|
2025
Q1 | $986K | Sell |
21,878
-1,665
| -7% | -$75K | 0.54% | 59 |
|
|
2024
Q4 | $1.16M | Sell |
23,543
-2,380
| -9% | -$118K | 0.6% | 52 |
|
|
2024
Q3 | $1.27M | Sell |
25,923
-2,840
| -10% | -$139K | 0.69% | 41 |
|
|
2024
Q2 | $1.31M | Sell |
28,763
-3,865
| -12% | -$176K | 0.74% | 33 |
|
|
2024
Q1 | $1.52M | Sell |
32,628
-6,257
| -16% | -$291K | 0.96% | 27 |
|
|
2023
Q4 | $1.71M | Sell |
38,885
-11,768
| -23% | -$518K | 1.21% | 23 |
|
|
2023
Q3 | $1.96M | Buy |
50,653
+18
| +0% | +$698 | 1.57% | 17 |
|
|
2023
Q2 | $2.1M | Sell |
50,635
-741
| -1% | -$30.7K | 1.63% | 17 |
|
|
2023
Q1 | $2M | Buy |
51,376
+3,201
| +7% | +$125K | 1.62% | 16 |
|
|
2022
Q4 | $1.74M | Sell |
48,175
-26,162
| -35% | -$943K | 1.37% | 19 |
|
|
2022
Q3 | $2.58M | Buy |
74,337
+19
| +0% | +$659 | 2.3% | 13 |
|
|
2022
Q2 | $2.63M | Buy |
74,318
+17,190
| +30% | +$607K | 2.23% | 14 |
|
|
2022
Q1 | $2.52M | Buy |
57,128
+5,162
| +10% | +$228K | 1.99% | 14 |
|
|
2021
Q4 | $2.58M | Buy |
+51,966
| New | +$2.58M | 2.03% | 14 |
|