SOA Wealth 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
Q2 | $263K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $184K | Buy |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $150K | Buy |
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|
2022
Q4 | $132K | Buy |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $215K | Buy |
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