Personal CFO Solutions’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
$401K Buy
2024
Q4
Sell
2024
Q3
$213K Hold
2024
Q2
$207K Buy
2021
Q4
Sell
2021
Q3
$207K Hold
2021
Q2
$205K Buy
2020
Q4
Sell
2020
Q3
$0 Sell
2020
Q2
$308K Sell
2020
Q1
$402K Buy
2019
Q4
$446K Hold
2019
Q3
$407K Buy