Capital Analysts LLC’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
Q2 | $8K | Hold |
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|
2025
Q1 | $7K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $658K | Sell |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $787K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $909K | Buy |
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