HB Wealth Management’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 | $843K | Sell |
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|
2025
Q2 | $795K | Hold |
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|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $724K | Hold |
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|
2024
Q3 | $679K | Hold |
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|
2024
Q2 | $658K | Hold |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $548K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $448K | Hold |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $635K | Buy |
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