Truepoint Inc’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
Sell
-2,514
Closed -$205K 127
2024
Q2
$205K Sell
2,514
-291
-10% -$23.7K 0.01% 116
2024
Q1
$212K Buy
+2,805
New +$212K 0.01% 118
2022
Q1
Sell
-3,045
Closed -$219K 142
2021
Q4
$219K Buy
+3,045
New +$219K 0.01% 128