Sunbelt Securities’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 | $597K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $404K | Sell |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $250K | Buy |
|