Tempus Wealth Planning’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-32,940
Closed -$1.45M 201
2023
Q4
$1.45M Buy
+32,940
New +$1.45M 0.64% 46
2023
Q3
Sell
-30,566
Closed -$1.27M 177
2023
Q2
$1.27M Buy
+30,566
New +$1.27M 0.57% 48