Marietta 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 | $7.47M | Sell |
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|
2025
Q2 | $6.95M | Buy |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $5.81M | Sell |
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|
2024
Q3 | $5.48M | Buy |
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|
2024
Q2 | $5.24M | Sell |
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|
2024
Q1 | $4.97M | Sell |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.91M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.99M | Sell |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.45M | Buy |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $4.21M | Sell |
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|
2021
Q3 | $4.11M | Buy |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.62M | Buy |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $3.1M | Sell |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $2.55M | Sell |
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|
2019
Q4 | $3.28M | Sell |
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|
2019
Q3 | $2.99M | Buy |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $2.84M | Buy |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $1.93M | Buy |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | $1.5M | Buy |
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|
2017
Q3 | $1.24M | Buy |
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|
2017
Q2 | $940K | Buy |
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|
2017
Q1 | $750K | Buy |
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|
2016
Q4 | $409K | Buy |
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