TAIM
TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-296
| Closed | -$12K | – | 234 |
|
|
2023
Q2 | $12K | Sell |
296
-36
| -11% | -$1.46K | ﹤0.01% | 334 |
|
|
2023
Q1 | $13K | Hold |
332
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $12K | Sell |
332
-1,099
| -77% | -$39.7K | ﹤0.01% | 368 |
|
|
2022
Q3 | $50K | Hold |
1,431
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $50K | Sell |
1,431
-150
| -9% | -$5.24K | ﹤0.01% | 298 |
|
|
2022
Q1 | $70K | Buy |
1,581
+157
| +11% | +$6.95K | ﹤0.01% | 322 |
|
|
2021
Q4 | $70K | Buy |
1,424
+992
| +230% | +$48.8K | ﹤0.01% | 319 |
|
|
2021
Q3 | $102K | Sell |
432
-116
| -21% | -$27.4K | ﹤0.01% | 253 |
|
|
2021
Q2 | $28K | Buy |
548
+282
| +106% | +$14.4K | ﹤0.01% | 377 |
|
|
2021
Q1 | $80K | Hold |
266
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $80K | Sell |
266
-166
| -38% | -$49.9K | ﹤0.01% | 291 |
|
|
2020
Q3 | $102K | Sell |
432
-21
| -5% | -$4.96K | ﹤0.01% | 253 |
|
|
2020
Q2 | $101K | Sell |
453
-2
| -0.4% | -$446 | ﹤0.01% | 246 |
|
|
2020
Q1 | $76K | Buy |
455
+37
| +9% | +$6.18K | ﹤0.01% | 254 |
|
|
2019
Q4 | $89K | Buy |
418
+23
| +6% | +$4.9K | ﹤0.01% | 250 |
|
|
2019
Q3 | $77K | Hold |
395
| – | – | ﹤0.01% | 236 |
|
|
2019
Q2 | $80K | Buy |
395
+17
| +4% | +$3.44K | ﹤0.01% | 216 |
|
|
2019
Q1 | $75K | Buy |
378
+345
| +1,045% | +$68.5K | ﹤0.01% | 209 |
|
|
2018
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 446 |
|
|
2018
Q3 | $7K | Buy |
33
+25
| +313% | +$5.3K | ﹤0.01% | 367 |
|
|
2018
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 355 |
|