JNBA Financial Advisors’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 | $24.8K | Hold |
256
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $20.7K | Sell |
256
-23
| -8% | -$1.86K | ﹤0.01% | 376 |
|
|
2024
Q4 | $25K | Hold |
279
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $23.4K | Hold |
279
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $22.7K | Hold |
279
| – | – | ﹤0.01% | 371 |
|
|
2024
Q1 | $21.1K | Hold |
279
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $18.9K | Hold |
279
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $16.6K | Hold |
279
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $17.4K | Hold |
279
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $15.4K | Sell |
279
-29
| -9% | -$1.61K | ﹤0.01% | 422 |
|
|
2022
Q4 | $15K | Hold |
308
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $15K | Sell |
308
-21
| -6% | -$1.02K | ﹤0.01% | 412 |
|
|
2022
Q2 | $16K | Hold |
329
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $21K | Buy |
+329
| New | +$21K | ﹤0.01% | 399 |
|