Outlook Wealth 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 | $579K | Hold |
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|
2025
Q1 | $484K | Hold |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $328K | Hold |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.08M | Buy |
|