IFP 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
Q2 | $530K | Sell |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $379K | Buy |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $606K | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.8M | Hold |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $833K | Sell |
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|
2021
Q3 | $780K | Sell |
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|
2021
Q2 | $805K | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $3.69M | Buy |
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|
2020
Q3 | $3.37M | Buy |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $179K | Buy |
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|
2019
Q4 | $11K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $13K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Sell |
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|
2017
Q3 | $35K | Sell |
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|
2017
Q2 | $37K | Hold |
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|
2017
Q1 | $35K | Hold |
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|
2016
Q4 | $32K | Sell |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $48K | Buy |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $32K | Buy |
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