FIC
Family Investment Center’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+2,398
| New | +$232K | 0.05% | 84 |
|
|
2025
Q1 | – | Sell |
-3,475
| Closed | -$311K | – | 84 |
|
|
2024
Q4 | $311K | Hold |
3,475
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $292K | Sell |
3,475
-127
| -4% | -$10.7K | 0.07% | 65 |
|
|
2024
Q2 | $293K | Hold |
3,602
| – | – | 0.09% | 65 |
|
|
2024
Q1 | $272K | Hold |
3,602
| – | – | 0.09% | 66 |
|
|
2023
Q4 | $244K | Hold |
3,602
| – | – | 0.12% | 62 |
|
|
2023
Q3 | $215K | Hold |
3,602
| – | – | 0.13% | 50 |
|
|
2023
Q2 | $225K | Buy |
+3,602
| New | +$225K | 0.14% | 45 |
|