Personal CFO Solutions’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 | $401K | Buy |
+4,135
| New | +$401K | 0.07% | 262 |
|
|
2024
Q4 | – | Sell |
-2,540
| Closed | -$213K | – | 537 |
|
|
2024
Q3 | $213K | Hold |
2,540
| – | – | 0.03% | 521 |
|
|
2024
Q2 | $207K | Buy |
+2,540
| New | +$207K | 0.03% | 501 |
|
|
2021
Q4 | – | Sell |
-3,165
| Closed | -$207K | – | 492 |
|
|
2021
Q3 | $207K | Hold |
3,165
| – | – | 0.04% | 412 |
|
|
2021
Q2 | $205K | Buy |
+3,165
| New | +$205K | 0.04% | 404 |
|
|
2020
Q4 | – | Sell |
-4,415
| Closed | – | – | 393 |
|
|
2020
Q3 | $0 | Sell |
4,415
-2,150
| -33% | – | ﹤0.01% | 235 |
|
|
2020
Q2 | $308K | Sell |
6,565
-4,255
| -39% | -$200K | 0.09% | 208 |
|
|
2020
Q1 | $402K | Buy |
10,820
+200
| +2% | +$7.43K | 0.14% | 140 |
|
|
2019
Q4 | $446K | Hold |
10,620
| – | – | 0.13% | 163 |
|
|
2019
Q3 | $407K | Buy |
+10,620
| New | +$407K | 0.16% | 171 |
|