Key Financial Inc’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
Q3 | $772K | Buy |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $152K | Hold |
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|
2023
Q4 | $137K | Hold |
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|
2023
Q3 | $120K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $97.5K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $145K | Buy |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $51K | Buy |
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