EP Wealth Advisors’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 | $316K | Buy |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $232K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $896K | Hold |
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|
2023
Q4 | $805K | Hold |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $783K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $691K | Hold |
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|
2022
Q3 | $685K | Hold |
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|
2022
Q2 | $711K | Hold |
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|
2022
Q1 | $922K | Hold |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $930K | Hold |
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|
2021
Q2 | $919K | Hold |
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|
2021
Q1 | $819K | Hold |
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|
2020
Q4 | $823K | Hold |
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|
2020
Q3 | $759K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $534K | Hold |
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|
2019
Q4 | $604K | Buy |
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