Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $437K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $604K | Hold |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $606K | Hold |
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|
2020
Q4 | $612K | Hold |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $445K | Buy |
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