JGP Wealth Management’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
$339K Buy
3,497
+548
+19% +$53.1K 0.04% 156
2025
Q1
$239K Buy
2,949
+442
+18% +$35.8K 0.03% 174
2024
Q4
$225K Buy
+2,507
New +$225K 0.03% 173