Essex Financial Services’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 | $1.62M | Buy |
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2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $887K | Hold |
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|
2023
Q4 | $797K | Hold |
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|
2023
Q3 | $701K | Hold |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $680K | Hold |
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|
2022
Q1 | $882K | Hold |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $943K | Sell |
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|
2021
Q1 | $943K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $635K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $828K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $454K | Hold |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q3 | $351K | Buy |
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