Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $454K | Hold |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $545K | Sell |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $549K | Hold |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $492K | Hold |
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|
2020
Q3 | $454K | Hold |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $356K | Sell |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $367K | Sell |
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|
2019
Q1 | $356K | Buy |
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