Visionary Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
9,877
+4,453
| +82% | +$222K | 0.03% | 363 |
|
|
2025
Q1 | $244K | Buy |
5,424
+5
| +0.1% | +$225 | 0.01% | 485 |
|
|
2024
Q4 | $268K | Sell |
5,419
-43
| -0.8% | -$2.13K | 0.02% | 466 |
|
|
2024
Q3 | $267K | Sell |
5,462
-226
| -4% | -$11.1K | 0.02% | 462 |
|
|
2024
Q2 | $259K | Sell |
5,688
-8,792
| -61% | -$400K | 0.02% | 437 |
|
|
2024
Q1 | $674K | Sell |
14,480
-2,811
| -16% | -$131K | 0.05% | 284 |
|
|
2023
Q4 | $761K | Sell |
17,291
-8,528
| -33% | -$375K | 0.06% | 258 |
|
|
2023
Q3 | $1M | Sell |
25,819
-453
| -2% | -$17.6K | 0.08% | 210 |
|
|
2023
Q2 | $1.09M | Sell |
26,272
-2,045
| -7% | -$84.7K | 0.09% | 199 |
|
|
2023
Q1 | $1.1M | Buy |
28,317
+300
| +1% | +$11.7K | 0.09% | 184 |
|
|
2022
Q4 | $1.01M | Hold |
28,017
| – | – | 0.09% | 173 |
|
|
2022
Q3 | $971K | Sell |
28,017
-5,693
| -17% | -$197K | 0.1% | 171 |
|
|
2022
Q2 | $1.19M | Buy |
+33,710
| New | +$1.19M | 0.11% | 160 |
|
|
2021
Q1 | – | Sell |
-41,844
| Closed | -$2.12M | – | 322 |
|
|
2020
Q4 | $2.12M | Buy |
+41,844
| New | +$2.12M | 0.24% | 95 |
|