IDA
Intelligence Driven Advisers’s iShares Morningstar Growth ETF ILCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,957
| Closed | -$1.4M | – | 90 |
|
|
2020
Q2 | $1.4M | Sell |
5,957
-2,876
| -33% | -$674K | 0.49% | 38 |
|
|
2020
Q1 | $1.64M | Sell |
8,833
-1,628
| -16% | -$302K | 0.76% | 32 |
|
|
2019
Q4 | $2.2M | Sell |
10,461
-4,084
| -28% | -$857K | 1% | 23 |
|
|
2019
Q3 | $2.79M | Sell |
14,545
-6,327
| -30% | -$1.21M | 1.32% | 18 |
|
|
2019
Q2 | $4M | Sell |
20,872
-4,745
| -19% | -$910K | 1.9% | 17 |
|
|
2019
Q1 | $4.68M | Buy |
25,617
+66
| +0.3% | +$12.1K | 2.56% | 12 |
|
|
2018
Q4 | $4.05M | Buy |
+25,551
| New | +$4.05M | 2.56% | 12 |
|