Goldstein Advisors’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 | $918K | Sell |
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|
2025
Q1 | $768K | Sell |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $822K | Hold |
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|
2024
Q2 | $796K | Hold |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $691K | Hold |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $473K | Buy |
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