Wealthstream Advisors’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 | $1.31M | Hold |
13,565
| – | – | 0.22% | 40 |
|
2025
Q1 | $1.1M | Hold |
13,565
| – | – | 0.21% | 40 |
|
2024
Q4 | $1.22M | Hold |
13,565
| – | – | 0.22% | 36 |
|
2024
Q3 | $1.14M | Hold |
13,565
| – | – | 0.21% | 40 |
|
2024
Q2 | $1.1M | Hold |
13,565
| – | – | 0.4% | 37 |
|
2024
Q1 | $1.02M | Hold |
13,565
| – | – | 0.39% | 39 |
|
2023
Q4 | $920K | Buy |
+13,565
| New | +$920K | 0.38% | 37 |
|