Castleview Partners’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 |
-283
| Closed | -$25.4K | – | 358 |
|
|
2024
Q4 | $25.4K | Buy |
+283
| New | +$25.4K | 0.01% | 436 |
|
|
2024
Q2 | – | Sell |
-41
| Closed | -$3.1K | – | 963 |
|
|
2024
Q1 | $3.1K | Buy |
41
+30
| +273% | +$2.27K | ﹤0.01% | 701 |
|
|
2023
Q4 | $746 | Buy |
+11
| New | +$746 | ﹤0.01% | 787 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$623 | – | 714 |
|
|
2023
Q2 | $623 | Buy |
+10
| New | +$623 | ﹤0.01% | 659 |
|