Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $650K | Hold |
|
|||||
|
2023
Q2 | $679K | Hold |
|
|||||
|
2023
Q1 | $598K | Hold |
|
|||||
|
2022
Q4 | $530K | Hold |
|
|||||
|
2022
Q3 | $531K | Hold |
|
|||||
|
2022
Q2 | $561K | Hold |
|
|||||
|
2022
Q1 | $685K | Hold |
|
|||||
|
2021
Q4 | $777K | Hold |
|
|||||
|
2021
Q3 | $722K | Hold |
|
|||||
|
2021
Q2 | $705K | Sell |
|
|||||
|
2021
Q1 | $636K | Hold |
|
|||||
|
2020
Q4 | $639K | Hold |
|
|||||
|
2020
Q3 | $586K | Hold |
|
|||||
|
2020
Q2 | $517K | Buy |
|
|||||
|
2020
Q1 | $207K | Hold |
|
|||||
|
2019
Q4 | $234K | Hold |
|
|||||
|
2019
Q3 | $207K | Hold |
|
|||||
|
2019
Q2 | $216K | Hold |
|
|||||
|
2019
Q1 | $204K | Buy |
|