Sequoia Financial Advisors’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 | $390K | Hold |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $221K | Sell |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $304K | Hold |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $239K | Sell |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $232K | Sell |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $205K | Hold |
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|
2018
Q3 | $241K | Hold |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $268K | Hold |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $238K | Sell |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $315K | Buy |
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|
2016
Q2 | $283K | Sell |
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|
2016
Q1 | $305K | Sell |
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|
2015
Q4 | $330K | Sell |
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|
2015
Q3 | $343K | Sell |
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|
2015
Q2 | $370K | Sell |
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|
2015
Q1 | $376K | Sell |
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|
2014
Q4 | $367K | Sell |
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|
2014
Q3 | $396K | Sell |
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|
2014
Q2 | $434K | Sell |
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|
2014
Q1 | $445K | Sell |
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|
2013
Q4 | $562K | Buy |
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