World Investment 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 | $286K | Hold |
2,956
| – | – | 0.01% | 931 |
|
|
2025
Q1 | $239K | Sell |
2,956
-4,619
| -61% | -$374K | 0.01% | 949 |
|
|
2024
Q4 | $679K | Buy |
+7,575
| New | +$679K | 0.02% | 570 |
|
|
2024
Q3 | – | Sell |
-109,403
| Closed | -$8.91M | – | 907 |
|
|
2024
Q2 | $8.91M | Buy |
109,403
+3,516
| +3% | +$286K | 0.55% | 38 |
|
|
2024
Q1 | $7.99M | Buy |
+105,887
| New | +$7.99M | 1.14% | 18 |
|