SWM

SK Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$473K	Buy	4,847 +6	+0.1%	+$586	0.21%	50
2025 Q1	$362K	Buy	4,841 +6	+0.1%	+$449	0.19%	51
2024 Q4	$433K	Hold	4,835	–	–	0.22%	48
2024 Q3	$442K	Buy	+4,835	New	+$442K	0.23%	47