Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $91.1K | Hold |
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|
2024
Q3 | $81.5K | Hold |
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|
2024
Q2 | $79K | Buy |
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|
2024
Q1 | $69.8K | Hold |
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|
2023
Q4 | $62.7K | Hold |
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|
2023
Q3 | $55.3K | Hold |
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|
2023
Q2 | $57.7K | Hold |
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|
2023
Q1 | $51.2K | Sell |
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|
2022
Q4 | $70K | Sell |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $43K | Sell |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $39K | Buy |
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|
2019
Q3 | $29K | Sell |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $46K | Buy |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | $28K | Buy |
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