McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $175K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $125K | Hold |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $136K | Buy |
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|
2021
Q2 | $134K | Buy |
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|
2021
Q1 | $120K | Buy |
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