Madison Wealth Partners’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 | $3.96M | Sell |
40,838
-1,020
| -2% | -$98.8K | 0.86% | 20 |
|
|
2025
Q1 | $3.39M | Sell |
41,858
-3,397
| -8% | -$275K | 0.84% | 21 |
|
|
2024
Q4 | $4.05M | Buy |
45,255
+572
| +1% | +$51.3K | 1.13% | 18 |
|
|
2024
Q3 | $3.76M | Buy |
44,683
+171
| +0.4% | +$14.4K | 1.11% | 18 |
|
|
2024
Q2 | $3.62M | Sell |
44,512
-116
| -0.3% | -$9.44K | 1.24% | 16 |
|
|
2024
Q1 | $3.37M | Buy |
44,628
+217
| +0.5% | +$16.4K | 1.22% | 16 |
|
|
2023
Q4 | $3.01M | Buy |
44,411
+345
| +0.8% | +$23.4K | 1.19% | 16 |
|
|
2023
Q3 | $2.63M | Buy |
44,066
+424
| +1% | +$25.3K | 1.33% | 15 |
|
|
2023
Q2 | $2.72M | Buy |
43,642
+5,638
| +15% | +$351K | 1.27% | 16 |
|
|
2023
Q1 | $2.1M | Buy |
38,004
+2,236
| +6% | +$124K | 1.06% | 18 |
|
|
2022
Q4 | $1.74M | Buy |
35,768
+30,258
| +549% | +$1.47M | 1.02% | 20 |
|
|
2022
Q3 | $266K | Sell |
5,510
-825
| -13% | -$39.8K | 0.17% | 62 |
|
|
2022
Q2 | $317K | Buy |
6,335
+1,655
| +35% | +$82.8K | 0.2% | 53 |
|
|
2022
Q1 | $304K | Buy |
+4,680
| New | +$304K | 0.17% | 54 |
|