Kestra Private Wealth Services’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 | $1.08M | Buy |
|
|||||
|
2025
Q1 | $906K | Buy |
|
|||||
|
2024
Q4 | $944K | Sell |
|
|||||
|
2024
Q3 | $888K | Buy |
|
|||||
|
2024
Q2 | $831K | Buy |
|
|||||
|
2024
Q1 | $718K | Buy |
|
|||||
|
2023
Q4 | $645K | Buy |
|
|||||
|
2023
Q3 | $567K | Hold |
|
|||||
|
2023
Q2 | $592K | Sell |
|
|||||
|
2023
Q1 | $548K | Buy |
|
|||||
|
2022
Q4 | $448K | Buy |
|
|||||
|
2022
Q3 | $435K | Buy |
|
|||||
|
2022
Q2 | $442K | Buy |
|
|||||
|
2022
Q1 | $545K | Buy |
|
|||||
|
2021
Q4 | $493K | Buy |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $445K | Buy |
|
|||||
|
2021
Q1 | $332K | Sell |
|
|||||
|
2020
Q4 | $343K | Buy |
|