Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $932K | Buy |
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|
2023
Q4 | $836K | Buy |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $680K | Buy |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $876K | Buy |
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|
2021
Q3 | $798K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $701K | Hold |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $569K | Sell |
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|
2020
Q1 | $567K | Buy |
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|
2019
Q4 | $641K | Buy |
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