Destination Wealth Management’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 | $233K | Sell |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $246K | Hold |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $221K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $8K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $476K | Buy |
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