Fulcrum Equity Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+2,339
| New | +$227K | 0.23% | 88 |
|
|
2025
Q1 | – | Sell |
-9,472
| Closed | -$849K | – | 105 |
|
|
2024
Q4 | $849K | Buy |
+9,472
| New | +$849K | 0.84% | 38 |
|
|
2024
Q2 | – | Sell |
-6,563
| Closed | -$495K | – | 136 |
|
|
2024
Q1 | $495K | Sell |
6,563
-160
| -2% | -$12.1K | 0.58% | 54 |
|
|
2023
Q4 | $456K | Buy |
+6,723
| New | +$456K | 0.56% | 45 |
|
|
2023
Q3 | – | Sell |
-7,906
| Closed | -$493K | – | 107 |
|
|
2023
Q2 | $493K | Sell |
7,906
-944
| -11% | -$58.8K | 0.57% | 44 |
|
|
2023
Q1 | $490K | Buy |
+8,850
| New | +$490K | 0.46% | 57 |
|
|
2020
Q4 | – | Sell |
-30,775
| Closed | -$1.65M | – | 163 |
|
|
2020
Q3 | $1.65M | Buy |
30,775
+2,835
| +10% | +$152K | 0.76% | 39 |
|
|
2020
Q2 | $1.31M | Buy |
+27,940
| New | +$1.31M | 0.62% | 40 |
|