Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
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|
2025
Q2 | $811K | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $898K | Sell |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $852K | Hold |
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|
2023
Q4 | $766K | Sell |
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|
2023
Q3 | $674K | Hold |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $498K | Sell |
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|
2022
Q3 | $771K | Sell |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $821K | Buy |
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|
2020
Q1 | $481K | Buy |
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|
2019
Q4 | $501K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | $37K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $37K | Sell |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $32K | Hold |
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|
2017
Q4 | $32K | Hold |
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|
2017
Q3 | $30K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $23K | Buy |
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