American Financial & Tax Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
50,916
-1,779
| -3% | -$172K | 2.55% | 11 |
|
|
2025
Q1 | $4.27M | Sell |
52,695
-1,102
| -2% | -$89.3K | 2.29% | 13 |
|
|
2024
Q4 | $4.82M | Sell |
53,797
-36
| -0.1% | -$3.23K | 2.5% | 11 |
|
|
2024
Q3 | $4.52M | Sell |
53,833
-1,292
| -2% | -$109K | 2.3% | 12 |
|
|
2024
Q2 | $4.49M | Sell |
55,125
-402
| -0.7% | -$32.7K | 2.37% | 12 |
|
|
2024
Q1 | $4.19M | Sell |
55,527
-2,044
| -4% | -$154K | 2.25% | 12 |
|
|
2023
Q4 | $3.9M | Buy |
+57,571
| New | +$3.9M | 2.23% | 12 |
|