Cerity 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 | $239K | Buy |
+2,469
| New | +$239K | ﹤0.01% | 2262 |
|
|
2025
Q1 | – | Sell |
-2,469
| Closed | -$221K | – | 2533 |
|
|
2024
Q4 | $221K | Hold |
2,469
| – | – | ﹤0.01% | 2191 |
|
|
2024
Q3 | $207K | Sell |
2,469
-5,509
| -69% | -$463K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $649K | Hold |
7,978
| – | – | ﹤0.01% | 1412 |
|
|
2024
Q1 | $602K | Buy |
+7,978
| New | +$602K | ﹤0.01% | 1514 |
|