Gladstone Institutional Advisory’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 | $1.64M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.54M | Hold |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $934K | Hold |
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|
2022
Q4 | $821K | Sell |
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|
2022
Q3 | $839K | Hold |
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|
2022
Q2 | $870K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $859K | Buy |
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