HOWA
ILCG icon

Heritage Oak Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,459
Closed -$579K – 77
2024
Q4 		$579K Buy
+6,459
New +$579K 0.27% 41