Octavia Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,367	Closed	-$242K	–	191
2023 Q1	$242K	Hold	4,367	–	–	0.05%	158
2022 Q4	$213K	Buy	+4,367	New	+$213K	0.05%	173