HHM Wealth 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
Q3 | $795K | Hold |
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|
2025
Q2 | $739K | Hold |
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|
2025
Q1 | $618K | Hold |
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|
2024
Q4 | $683K | Hold |
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|
2024
Q3 | $641K | Hold |
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|
2024
Q2 | $621K | Hold |
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|
2024
Q1 | $576K | Hold |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $442K | Hold |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $358K | Hold |
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|
2020
Q1 | $283K | Hold |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $242K | Buy |
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