LRI Investments’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
Q2
$701K Hold
2025
Q1
$586K Hold
2024
Q4
$648K Hold
2024
Q3
$647K Hold
2024
Q2
$589K Sell
2024
Q1
$565K Buy