Whipplewood Advisors’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
2025
Q2
$164K Buy
3,300
+3,157
+2,208% +$157K 0.09% 190
2025
Q1
$149K Sell
143
-3,157
-96% -$3.28M 0.09% 184
2024
Q4
$163K Buy
+3,300
New +$163K 0.09% 182