Horst & Graben 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 | $1.99M | Buy |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.24M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $1.09M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $879K | Buy |
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