Global Retirement Partners’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
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.29M | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $418K | Sell |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $817K | Sell |
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|
2020
Q3 | $991K | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $167K | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $153K | Sell |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q4 | $141K | Buy |
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|
2018
Q3 | $141K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $90K | Hold |
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|
2017
Q3 | $84K | Sell |
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|
2017
Q2 | $100K | Hold |
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|
2017
Q1 | $94K | Hold |
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|
2016
Q4 | $87K | Buy |
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