LongView 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 | $14.6M | Buy |
150,177
+2,898
| +2% | +$281K | 4.41% | 2 |
|
|
2025
Q1 | $11.9M | Buy |
147,279
+4,603
| +3% | +$373K | 3.58% | 4 |
|
|
2024
Q4 | $12.8M | Buy |
142,676
+5,266
| +4% | +$472K | 3.9% | 4 |
|
|
2024
Q3 | $11.5M | Buy |
137,410
+13,663
| +11% | +$1.15M | 3.69% | 4 |
|
|
2024
Q2 | $10.1M | Buy |
123,747
+11,560
| +10% | +$941K | 3.72% | 5 |
|
|
2024
Q1 | $8.47M | Buy |
112,187
+17,823
| +19% | +$1.35M | 3.36% | 5 |
|
|
2023
Q4 | $6.36M | Buy |
+94,364
| New | +$6.36M | 2.84% | 5 |
|