Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $289K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $20K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $37K | Buy |
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