Wealth Enhancement Advisory Services’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 | $9.84M | Buy |
100,967
+2,969
| +3% | +$289K | 0.02% | 632 |
|
|
2025
Q1 | $7.94M | Buy |
97,998
+981
| +1% | +$79.5K | 0.02% | 662 |
|
|
2024
Q4 | $8.69M | Buy |
97,017
+6,288
| +7% | +$563K | 0.02% | 611 |
|
|
2024
Q3 | $7.62M | Sell |
90,729
-572
| -0.6% | -$48.1K | 0.02% | 597 |
|
|
2024
Q2 | $7.43M | Sell |
91,301
-1,047
| -1% | -$85.2K | 0.02% | 571 |
|
|
2024
Q1 | $6.97M | Buy |
92,348
+15,891
| +21% | +$1.2M | 0.02% | 579 |
|
|
2023
Q4 | $5.19M | Sell |
76,457
-835
| -1% | -$56.6K | 0.02% | 600 |
|
|
2023
Q3 | $4.61M | Buy |
+77,292
| New | +$4.61M | 0.02% | 601 |
|