Mather Group’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
$609K Hold
2025
Q2
$566K Hold
2025
Q1
$473K Hold
2024
Q4
$523K Sell
2024
Q3
$503K Sell
2024
Q2
$497K Buy
2024
Q1
$339K Sell
2023
Q4
$434K Sell
2023
Q3
$389K Sell
2023
Q2
$417K Sell
2023
Q1
$377K Hold
2022
Q4
$331K Buy