Avior 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
Q1 | – | Sell |
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|
2024
Q4 | $89.2K | Hold |
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|
2024
Q3 | $83.6K | Hold |
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|
2024
Q2 | $81K | Hold |
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|
2024
Q1 | $75.1K | Hold |
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|
2023
Q4 | $67.5K | Hold |
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|
2023
Q3 | $59.4K | Hold |
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|
2023
Q2 | $62K | Hold |
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|
2023
Q1 | $55.1K | Hold |
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|
2022
Q4 | $48.4K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $64K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $31K | Hold |
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|
2018
Q3 | $37K | Hold |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $33K | Hold |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $26K | Sell |
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|
2016
Q4 | $49K | Hold |
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|
2016
Q3 | $49K | Buy |
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