Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,134
| Closed | -$619K | – | 424 |
|
|
2023
Q4 | $619K | Sell |
9,134
-487
| -5% | -$33K | 0.1% | 169 |
|
|
2023
Q3 | $575K | Sell |
9,621
-269
| -3% | -$16.1K | 0.1% | 154 |
|
|
2023
Q2 | $617K | Sell |
9,890
-15
| -0.2% | -$935 | 0.11% | 154 |
|
|
2023
Q1 | $548K | Sell |
9,905
-3,911
| -28% | -$217K | 0.1% | 149 |
|
|
2022
Q4 | $673K | Buy |
+13,816
| New | +$673K | 0.15% | 127 |
|