Caitlin John’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
Q1 | – | Sell |
-336
| Closed | -$30.1K | – | 437 |
|
|
2024
Q4 | $30.1K | Sell |
336
-56
| -14% | -$5.02K | 0.02% | 297 |
|
|
2024
Q3 | $35.3K | Sell |
392
-65
| -14% | -$5.86K | 0.02% | 282 |
|
|
2024
Q2 | $37.2K | Hold |
457
| – | – | 0.03% | 280 |
|
|
2024
Q1 | $34.5K | Hold |
457
| – | – | 0.03% | 276 |
|
|
2023
Q4 | $31K | Buy |
+457
| New | +$31K | 0.03% | 276 |
|