Accel Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Sell |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $461K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $377K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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