Helen Stephens Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,640	Closed	-$978K	–	90
2024 Q3	$978K	Buy	11,640 +19	+0.2%	+$1.6K	0.3%	42
2024 Q2	$946K	Buy	+11,621	New	+$946K	0.33%	40