Sowell Financial Services’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 | $230K | Sell |
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2025
Q2 | $214K | Sell |
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2025
Q1 | $256K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $1.94M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $1.93M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $116K | Buy |
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