XML Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.87M | Hold |
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|
2025
Q2 | $1.73M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $906K | Sell |
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|
2022
Q2 | $954K | Hold |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $971K | Buy |
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|
2020
Q2 | $639K | Hold |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q4 | $447K | Buy |
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