Shelton Wealth Management’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
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $986K | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.74M | Sell |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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