Optivise Advisory Services’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
2025 Q2	$985K	Buy	10,169 +117	+1%	+$11.3K	0.5%	54
2025 Q1	$814K	Sell	10,052 -19	-0.2%	-$1.54K	0.46%	56
2024 Q4	$902K	Buy	10,071 +488	+5%	+$43.7K	0.49%	59
2024 Q3	$805K	Sell	9,583 -281	-3%	-$23.6K	0.42%	61
2024 Q2	$803K	Buy	+9,864	New	+$803K	0.43%	61