Annex Advisory Services’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 | $430K | Hold |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $334K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $267K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $221K | Buy |
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