Laurel Wealth Advisors (North Carolina)’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 | $2.6M | Buy |
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|
2025
Q1 | $211K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $196K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $144K | Hold |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $170K | Hold |
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|
2021
Q2 | $168K | Hold |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $151K | Hold |
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|
2020
Q3 | $139K | Hold |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $100K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $82K | Buy |
|