Kozak & Associates’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 | – | Sell |
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|
2025
Q2 | $70 | Hold |
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|
2025
Q1 | $57 | Sell |
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|
2024
Q4 | $36.9K | Sell |
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|
2024
Q3 | $54.7K | Buy |
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|
2024
Q2 | $53.4K | Buy |
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|
2024
Q1 | $49.1K | Buy |
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|
2023
Q4 | $43.5K | Sell |
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|
2023
Q3 | $92.6K | Sell |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $107K | Hold |
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|
2022
Q4 | $94K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $115K | Hold |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $139K | Buy |
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