Shira Ridge Wealth Management’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 | $2.2M | Hold |
22,723
| – | – | 1.01% | 25 |
|
|
2025
Q1 | $1.84M | Hold |
22,723
| – | – | 0.92% | 25 |
|
|
2024
Q4 | $2.04M | Sell |
22,723
-354
| -2% | -$31.7K | 1% | 23 |
|
|
2024
Q3 | $1.94M | Hold |
23,077
| – | – | 0.99% | 22 |
|
|
2024
Q2 | $1.88M | Sell |
23,077
-32
| -0.1% | -$2.61K | 1.05% | 22 |
|
|
2024
Q1 | $1.74M | Sell |
23,109
-120
| -0.5% | -$9.06K | 1% | 24 |
|
|
2023
Q4 | $1.58M | Sell |
23,229
-100
| -0.4% | -$6.78K | 0.95% | 24 |
|
|
2023
Q3 | $1.39M | Sell |
23,329
-202
| -0.9% | -$12K | 0.91% | 26 |
|
|
2023
Q2 | $1.47M | Sell |
23,531
-700
| -3% | -$43.6K | 0.92% | 25 |
|
|
2023
Q1 | $1.34M | Sell |
24,231
-350
| -1% | -$19.4K | 0.89% | 25 |
|
|
2022
Q4 | $1.2M | Buy |
+24,581
| New | +$1.2M | 0.82% | 25 |
|