Kiley Juergens Wealth Management’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 | $14.3M | Sell |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.39M | Sell |
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|
2023
Q2 | $9.85M | Sell |
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|
2023
Q1 | $8.89M | Sell |
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|
2022
Q4 | $8.2M | Sell |
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|
2022
Q3 | $8.43M | Sell |
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|
2022
Q2 | $8.86M | Buy |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $14M | Sell |
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|
2021
Q3 | $12.8M | Sell |
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|
2021
Q2 | $12.7M | Sell |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $11.7M | Sell |
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|
2020
Q3 | $10.9M | Sell |
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|
2020
Q2 | $11M | Sell |
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|
2020
Q1 | $8.81M | Sell |
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|
2019
Q4 | $10.5M | Sell |
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|
2019
Q3 | $9.6M | Buy |
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|
2019
Q2 | $9.59M | Buy |
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|
2019
Q1 | $9.12M | Sell |
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|
2018
Q4 | $7.96M | Buy |
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|
2018
Q3 | $9.21M | Buy |
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|
2018
Q2 | $8.62M | Buy |
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|
2018
Q1 | $7.98M | Sell |
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|
2017
Q4 | $7.87M | Buy |
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