WWM
Windsor Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $469K | Hold |
12,093
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $501K | Hold |
12,093
| – | – | 0.09% | 102 |
|
|
2023
Q1 | $466K | Hold |
12,093
| – | – | 0.09% | 103 |
|
|
2022
Q4 | $443K | Hold |
12,093
| – | – | 0.09% | 104 |
|
|
2022
Q3 | $427K | Hold |
12,093
| – | – | 0.11% | 97 |
|
|
2022
Q2 | $437K | Hold |
12,093
| – | – | 0.11% | 97 |
|
|
2022
Q1 | $515K | Hold |
12,093
| – | – | 0.1% | 145 |
|
|
2021
Q4 | $599K | Hold |
12,093
| – | – | 0.11% | 140 |
|
|
2021
Q3 | $604K | Hold |
12,093
| – | – | 0.13% | 140 |
|
|
2021
Q2 | $627K | Buy |
12,093
+10,077
| +500% | -$156 | 0.14% | 137 |
|
|
2021
Q1 | $606K | Hold |
2,016
| – | – | 0.14% | 128 |
|
|
2020
Q4 | $612K | Hold |
2,016
| – | – | 0.16% | 124 |
|
|
2020
Q3 | $510K | Hold |
2,016
| – | – | 0.15% | 125 |
|
|
2020
Q2 | $445K | Buy |
+2,016
| New | +$445K | 0.14% | 132 |
|