Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $94K | Buy |
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|
2019
Q3 | $75K | Sell |
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|
2019
Q2 | $76K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $47K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $23K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $45K | Hold |
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|
2016
Q3 | $46K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $14K | Sell |
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|
2014
Q3 | $211K | Buy |
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