Sweet Financial Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Hold |
24,022
| – | – | 0.44% | 54 |
|
|
2024
Q2 | $1.96M | Buy |
24,022
+25
| +0.1% | +$2.04K | 0.45% | 50 |
|
|
2024
Q1 | $1.81M | Sell |
23,997
-65
| -0.3% | -$4.91K | 0.42% | 51 |
|
|
2023
Q4 | $1.63M | Buy |
24,062
+11
| +0% | +$746 | 0.39% | 55 |
|
|
2023
Q3 | $1.43M | Sell |
24,051
-63
| -0.3% | -$3.76K | 0.38% | 59 |
|
|
2023
Q2 | $1.5M | Buy |
24,114
+33
| +0.1% | +$2.06K | 0.39% | 56 |
|
|
2023
Q1 | $1.33M | Buy |
24,081
+52
| +0.2% | +$2.88K | 0.37% | 50 |
|
|
2022
Q4 | $1.17M | Buy |
24,029
+53
| +0.2% | +$2.58K | 0.34% | 44 |
|
|
2022
Q3 | $1.16M | Buy |
23,976
+53
| +0.2% | +$2.56K | 0.37% | 40 |
|
|
2022
Q2 | $1.2M | Buy |
+23,923
| New | +$1.2M | 0.38% | 36 |
|