CWM, LLC

Position in ISCG — iShares Morningstar Small-Cap Growth ETF

CIK 1535847 OMAHA, NE

All Filings in ISCG

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-06-30 ISCG	$13,160,574	264,481	-9.6%	Shares	Sole	2025-07-25
2025-03-31 ISCG	$13,183,612	292,644	+79.5%	Shares	Sole	2025-05-01
2024-12-31 ISCG	$8,063,810	163,037	-1.7%	Shares	Sole	2025-02-04
2024-09-30 ISCG	$8,118,008	165,809	+5.1%	Shares	Sole	2024-10-08
2024-06-30 ISCG	$7,178,153	157,831	+6.0%	Shares	Sole	2024-07-10
2024-03-31 ISCG	$6,936,508	148,948	+4.6%	Shares	Sole	2024-04-05
2023-12-31 ISCG	$6,266,788	142,427	+2.5%	Shares	Sole	2024-02-01
2023-09-30 ISCG	$5,385,275	138,939	-4.5%	Shares	Sole	2023-10-11
2023-06-30 ISCG	$6,027,349	145,553	+5.1%	Shares	Sole	2023-08-03
2023-03-31 ISCG	$5,399,782	138,527	+15.2%	Shares	Sole	2023-05-01
2022-12-31 ISCG	$4,335,287	120,291	+48.7%	Shares	Sole	2023-02-01
2022-09-30 ISCG	$2,804,513	80,915	+35.1%	Shares	Sole	2022-10-27
2022-06-30 ISCG	$2,115,138	59,885	-63.4%	Shares	Sole	2022-07-28
2022-03-31 ISCG	$7,235,626	163,739	+53.7%	Shares	Sole	2022-04-21
2021-12-31 ISCG	$5,288,248	106,532	+352.3%	Shares	Sole	2022-01-31
2021-06-30 ISCG	$1,220,384	23,555	0.0%	Shares	Sole	2021-09-15
2021-03-31 ISCG	$1,179,476	23,555	0.0%	Shares	Sole	2021-09-15
2020-12-31 ISCG	$1,191,489	23,555	0.0%	Shares	Sole	2021-09-15
2020-09-30 ISCG	$932,660	23,555	0.0%	Shares	Sole	2021-09-15
2020-06-30 ISCG	$867,608	23,555	0.0%	Shares	Sole	2021-09-15
2020-03-31 ISCG	$652,591	23,555	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.