Kingsview 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 | $1.22M | Buy |
12,545
+463
| +4% | +$44.9K | 0.02% | 540 |
|
|
2025
Q1 | $979K | Buy |
12,082
+149
| +1% | +$12.1K | 0.02% | 543 |
|
|
2024
Q4 | $1.07M | Buy |
11,933
+787
| +7% | +$70.5K | 0.02% | 525 |
|
|
2024
Q3 | $937K | Sell |
11,146
-301
| -3% | -$25.3K | 0.02% | 553 |
|
|
2024
Q2 | $932K | Buy |
11,447
+428
| +4% | +$34.8K | 0.02% | 531 |
|
|
2024
Q1 | $832K | Sell |
11,019
-1,695
| -13% | -$128K | 0.02% | 543 |
|
|
2023
Q4 | $862K | Buy |
+12,714
| New | +$862K | 0.03% | 508 |
|
|
2022
Q2 | – | Sell |
-25,286
| Closed | -$1.64M | – | 858 |
|
|
2022
Q1 | $1.64M | Sell |
25,286
-2,565
| -9% | -$167K | 0.07% | 273 |
|
|
2021
Q4 | $2M | Sell |
27,851
-329
| -1% | -$23.6K | 0.08% | 242 |
|
|
2021
Q3 | $1.85M | Buy |
28,180
+1,480
| +6% | +$97K | 0.09% | 240 |
|
|
2021
Q2 | $1.73M | Buy |
26,700
+18,995
| +247% | +$1.23M | 0.09% | 254 |
|
|
2021
Q1 | $452K | Buy |
7,705
+3,840
| +99% | +$225K | 0.03% | 527 |
|
|
2020
Q4 | $224K | Buy |
+3,865
| New | +$224K | 0.02% | 615 |
|