IFG Advisory’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
Q2 | $402K | Hold |
4,153
| – | – | 0.02% | 518 |
|
|
2025
Q1 | $336K | Buy |
4,153
+267
| +7% | +$21.6K | 0.02% | 532 |
|
|
2024
Q4 | $348K | Buy |
+3,886
| New | +$348K | 0.02% | 501 |
|
|
2024
Q3 | – | Sell |
-4,162
| Closed | -$339K | – | 497 |
|
|
2024
Q2 | $339K | Buy |
+4,162
| New | +$339K | 0.02% | 482 |
|
|
2024
Q1 | – | Sell |
-4,024
| Closed | -$273K | – | 470 |
|
|
2023
Q4 | $273K | Hold |
4,024
| – | – | 0.02% | 487 |
|
|
2023
Q3 | $240K | Buy |
+4,024
| New | +$240K | 0.02% | 480 |
|
|
2023
Q2 | – | Sell |
-5,687
| Closed | -$315K | – | 406 |
|
|
2023
Q1 | $315K | Buy |
5,687
+1,405
| +33% | +$77.8K | 0.03% | 398 |
|
|
2022
Q4 | $208K | Buy |
+4,282
| New | +$208K | 0.02% | 458 |
|
|
2022
Q2 | – | Sell |
-4,888
| Closed | -$317K | – | 494 |
|
|
2022
Q1 | $317K | Buy |
+4,888
| New | +$317K | 0.03% | 386 |
|