Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Hold |
6,315
| – | – | 0.1% | 178 |
|
|
2025
Q1 | $511K | Sell |
6,315
-250
| -4% | -$20.2K | 0.09% | 186 |
|
|
2024
Q4 | $588K | Sell |
6,565
-402
| -6% | -$36K | 0.1% | 173 |
|
|
2024
Q3 | $586K | Buy |
6,967
+3,444
| +98% | +$289K | 0.11% | 166 |
|
|
2024
Q2 | $287K | Hold |
3,523
| – | – | 0.12% | 148 |
|
|
2024
Q1 | $266K | Sell |
3,523
-210
| -6% | -$15.9K | 0.12% | 157 |
|
|
2023
Q4 | $253K | Sell |
3,733
-84
| -2% | -$5.7K | 0.13% | 154 |
|
|
2023
Q3 | $228K | Hold |
3,817
| – | – | 0.13% | 144 |
|
|
2023
Q2 | $238K | Buy |
+3,817
| New | +$238K | 0.13% | 142 |
|
|
2022
Q4 | $191K | Buy |
3,922
+6
| +0.2% | +$292 | 0.13% | 146 |
|
|
2022
Q3 | $189K | Buy |
3,916
+6
| +0.2% | +$290 | 0.14% | 137 |
|
|
2022
Q2 | $196K | Sell |
3,910
-73
| -2% | -$3.66K | 0.13% | 151 |
|
|
2022
Q1 | $259K | Buy |
3,983
+3
| +0.1% | +$195 | 0.14% | 144 |
|
|
2021
Q4 | $286K | Buy |
+3,980
| New | +$286K | 0.15% | 140 |
|