TD Private Client Wealth’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
Q2 | $207K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $559K | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $3.82M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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