Sigma Planning Corp’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 | $1.39M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $1,000K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $862K | Sell |
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|
2021
Q3 | $799K | Buy |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $617K | Sell |
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|
2020
Q4 | $701K | Buy |
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|
2020
Q3 | $621K | Buy |
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|
2020
Q2 | $519K | Sell |
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|
2020
Q1 | $1.82M | Buy |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $4.29M | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $267K | Buy |
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|
2018
Q4 | $225K | Buy |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $256K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $327K | Sell |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $387K | Hold |
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|
2014
Q4 | $370K | Buy |
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