Corient Private Wealth’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
Q2 | $11.5M | Sell |
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|
2025
Q1 | $20.3M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $8.63M | Sell |
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|
2024
Q2 | $9.67M | Sell |
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|
2024
Q1 | $9.03M | Sell |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $6.59M | Sell |
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|
2023
Q2 | $7M | Sell |
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|
2023
Q1 | $6.49M | Buy |
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|
2022
Q4 | $161K | Buy |
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