Surevest’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$267K Buy
7,700
+855
+12% +$29.6K 0.07% 131
2022
Q2
$242K Buy
6,845
+472
+7% +$16.7K 0.06% 130
2022
Q1
$282K Buy
6,373
+5,895
+1,233% +$261K 0.07% 124
2021
Q4
$24K Buy
+478
New +$24K 0.01% 230