Iag Wealth Partners, LLC Ishares Morningstar Small Cap Transaction History

Iag Wealth Partners, LLC

$743 Million
Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 72,868 shares of ISCG stock, worth $3.89 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

72,868

Previous 69,317 5.12%

Holding current value

$3.89 Million

Previous $3.45 Million 14.73%

% of portfolio

0.53%

Previous 0.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$49.84 - $55.14 $176,981 - $195,802	3,551 Added 5.12%	72,868 $3.96 Million
Q2 2025 Aug 13, 2025	SELL	$39.44 - $49.76 $220,272 - $277,909	-5,585 Reduced 7.46%	69,317 $3.45 Million
Q1 2025 Apr 16, 2025	BUY	$44.44 - $52.05 $157,184 - $184,100	3,537 Added 4.96%	74,902 $3.37 Million
Q4 2024 Feb 10, 2025	SELL	$48.22 - $54.03 $7,233 - $8,104	-150 Reduced 0.21%	71,365 $3.53 Million
Q3 2024 Oct 29, 2024	BUY	$44.24 - $49.07 $85,560 - $94,901	1,934 Added 2.78%	71,515 $3.5 Million

Q2 2024 Jul 16, 2024	BUY	$42.78 - $46.46 $173,216 - $188,116	4,049 Added 6.18%	69,581 $3.16 Million
Q1 2024 Apr 24, 2024	BUY	$41.98 - $46.57 $122,917 - $136,356	2,928 Added 4.68%	65,532 $3.05 Million
Q4 2023 Feb 02, 2024	BUY	$35.43 - $44.69 $2.22 Million - $2.8 Million	62,604 New	62,604 $2.75 Million

Others Institutions Holding ISCG

# of Institutions

165

Shares Held

8.39M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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Iag Wealth Partners, LLC Ishares Morningstar Small Cap Transaction History