LJI 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
Q3
$455K Hold
2025
Q2
$422K Buy
2025
Q1
$353K Buy
2024
Q4
$380K Hold
2024
Q3
$356K Hold
2024
Q2
$345K Hold
2024
Q1
$320K Hold
2023
Q4
$288K Sell
2023
Q3
$259K Sell
2023
Q2
$273K Buy