VisionPoint Advisory Group’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
Q1 | – | Sell |
-11,525
| Closed | -$1.03M | – | 254 |
|
|
2024
Q4 | $1.03M | Buy |
+11,525
| New | +$1.03M | 0.35% | 77 |
|
|
2024
Q2 | – | Sell |
-9,802
| Closed | -$740K | – | 848 |
|
|
2024
Q1 | $740K | Buy |
9,802
+1,228
| +14% | +$92.7K | 0.27% | 94 |
|
|
2023
Q4 | $581K | Buy |
+8,574
| New | +$581K | 0.21% | 86 |
|
|
2023
Q3 | – | Sell |
-5,671
| Closed | -$354K | – | 756 |
|
|
2023
Q2 | $354K | Buy |
+5,671
| New | +$354K | 0.14% | 105 |
|