Hutchens & Kramer Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,638
| Closed | -$505K | – | 169 |
|
|
2024
Q4 | $505K | Buy |
5,638
+474
| +9% | +$42.5K | 0.27% | 70 |
|
|
2024
Q3 | $428K | Buy |
+5,164
| New | +$428K | 0.24% | 76 |
|
|
2024
Q2 | – | Sell |
-4,411
| Closed | -$333K | – | 155 |
|
|
2024
Q1 | $333K | Buy |
4,411
+2
| +0% | +$151 | 0.2% | 84 |
|
|
2023
Q4 | $299K | Sell |
4,409
-487
| -10% | -$33K | 0.21% | 83 |
|
|
2023
Q3 | $294K | Buy |
4,896
+241
| +5% | +$14.5K | 0.23% | 82 |
|
|
2023
Q2 | $290K | Sell |
4,655
-942
| -17% | -$58.7K | 0.23% | 86 |
|
|
2023
Q1 | $310K | Buy |
+5,597
| New | +$310K | 0.27% | 77 |
|