Retirement Planning Group (Kansas)’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 | $4.04M | Buy |
41,653
+4,243
| +11% | +$411K | 0.17% | 49 |
|
|
2025
Q1 | $3.03M | Hold |
37,410
| – | – | 0.14% | 60 |
|
|
2024
Q4 | $3.35M | Hold |
37,410
| – | – | 0.17% | 52 |
|
|
2024
Q3 | $3.14M | Hold |
37,410
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $3.05M | Sell |
37,410
-13,207
| -26% | -$1.08M | 0.19% | 51 |
|
|
2024
Q1 | $3.82M | Hold |
50,617
| – | – | 0.29% | 42 |
|
|
2023
Q4 | $3.43M | Sell |
50,617
-3,582
| -7% | -$243K | 0.31% | 35 |
|
|
2023
Q3 | $3.23M | Buy |
54,199
+69
| +0.1% | +$4.12K | 0.34% | 30 |
|
|
2023
Q2 | $3.37M | Hold |
54,130
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $3M | Sell |
54,130
-1,844
| -3% | -$102K | 0.32% | 30 |
|
|
2022
Q4 | $2.72M | Buy |
+55,974
| New | +$2.72M | 0.31% | 31 |
|