J.W. Cole 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 | $1.16M | Buy |
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|
2025
Q1 | $697K | Buy |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $306K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $512K | Buy |
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