GA
Goldstein Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
9,470
-14
| -0.1% | -$1.36K | 0.12% | 64 |
|
|
2025
Q1 | $768K | Sell |
9,484
-167
| -2% | -$13.5K | 0.11% | 68 |
|
|
2024
Q4 | $865K | Sell |
9,651
-131
| -1% | -$11.7K | 0.13% | 61 |
|
|
2024
Q3 | $822K | Hold |
9,782
| – | – | 0.13% | 64 |
|
|
2024
Q2 | $796K | Hold |
9,782
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $738K | Sell |
9,782
-404
| -4% | -$30.5K | 0.13% | 62 |
|
|
2023
Q4 | $691K | Hold |
10,186
| – | – | 0.12% | 86 |
|
|
2023
Q3 | $608K | Hold |
10,186
| – | – | 0.13% | 62 |
|
|
2023
Q2 | $635K | Buy |
10,186
+421
| +4% | +$26.2K | 0.13% | 63 |
|
|
2023
Q1 | $541K | Buy |
9,765
+40
| +0.4% | +$2.21K | 0.12% | 70 |
|
|
2022
Q4 | $473K | Buy |
+9,725
| New | +$473K | 0.11% | 76 |
|