Creative Planning’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
Q3 | $4.35M | Sell |
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|
2025
Q2 | $4.13M | Sell |
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|
2025
Q1 | $3.73M | Buy |
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|
2024
Q4 | $3.74M | Sell |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $4.77M | Buy |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $3.91M | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $2.93M | Sell |
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|
2022
Q2 | $3.05M | Buy |
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|
2022
Q1 | $3.91M | Sell |
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|
2021
Q4 | $4.34M | Sell |
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|
2021
Q3 | $4.04M | Hold |
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|
2021
Q2 | $3.99M | Buy |
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|
2021
Q1 | $3.54M | Buy |
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|
2020
Q4 | $2.84M | Sell |
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|
2020
Q3 | $2.75M | Buy |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $1.54M | Hold |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.61M | Buy |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $320K | Buy |
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|
2017
Q3 | $215K | Sell |
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|
2017
Q2 | $235K | Buy |
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|
2017
Q1 | $190K | Sell |
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|
2016
Q4 | $188K | Hold |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $151K | Sell |
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|
2016
Q1 | $180K | Hold |
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|
2015
Q4 | $184K | Sell |
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|
2015
Q3 | $234K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $356K | Sell |
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|
2014
Q4 | $406K | Sell |
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|
2014
Q3 | $532K | Sell |
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|
2014
Q2 | $613K | Sell |
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|
2014
Q1 | $750K | Buy |
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|
2013
Q4 | $698K | Buy |
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|
2013
Q3 | $622K | Sell |
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|
2013
Q2 | $772K | Buy |
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