AE 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
Q2 | $5.95M | Buy |
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|
2025
Q1 | $166K | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $6.64M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $9.24M | Buy |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.17M | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $8.32M | Sell |
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|
2021
Q2 | $8.51M | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $16M | Buy |
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|
2020
Q3 | $679K | Sell |
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|
2020
Q2 | $23.6M | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $382K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $249K | Buy |
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