LJI 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 | $422K | Buy |
4,360
+6
| +0.1% | +$581 | 0.07% | 112 |
|
|
2025
Q1 | $353K | Buy |
4,354
+114
| +3% | +$9.23K | 0.07% | 118 |
|
|
2024
Q4 | $380K | Hold |
4,240
| – | – | 0.07% | 111 |
|
|
2024
Q3 | $356K | Hold |
4,240
| – | – | 0.07% | 138 |
|
|
2024
Q2 | $345K | Hold |
4,240
| – | – | 0.08% | 134 |
|
|
2024
Q1 | $320K | Hold |
4,240
| – | – | 0.08% | 112 |
|
|
2023
Q4 | $288K | Sell |
4,240
-100
| -2% | -$6.78K | 0.07% | 135 |
|
|
2023
Q3 | $259K | Sell |
4,340
-40
| -0.9% | -$2.39K | 0.07% | 135 |
|
|
2023
Q2 | $273K | Buy |
+4,380
| New | +$273K | 0.08% | 128 |
|