Cedar Point Capital 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
Q2 | $827K | Sell |
8,539
-295
| -3% | -$28.6K | 0.58% | 36 |
|
|
2025
Q1 | $715K | Buy |
8,834
+84
| +1% | +$6.8K | 0.48% | 37 |
|
|
2024
Q4 | $784K | Sell |
8,750
-1,155
| -12% | -$103K | 0.53% | 34 |
|
|
2024
Q3 | $832K | Sell |
9,905
-203
| -2% | -$17.1K | 0.57% | 33 |
|
|
2024
Q2 | $823K | Buy |
10,108
+59
| +0.6% | +$4.8K | 0.62% | 32 |
|
|
2024
Q1 | $759K | Buy |
10,049
+413
| +4% | +$31.2K | 0.58% | 32 |
|
|
2023
Q4 | $654K | Buy |
+9,636
| New | +$654K | 0.54% | 33 |
|