Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $368K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $811K | Buy |
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|
2020
Q3 | $654K | Sell |
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|
2020
Q2 | $625K | Buy |
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