Accel Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$2.37K | – | 510 |
|
|
2023
Q1 | $2.37K | Hold |
37
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q4 | $2.33K | Hold |
37
| – | – | ﹤0.01% | 894 |
|
|
2022
Q3 | $2K | Buy |
37
+1
| +3% | +$54 | ﹤0.01% | 931 |
|
|
2022
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 899 |
|
|
2022
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 876 |
|
|
2021
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 860 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$2K | – | 853 |
|
|
2021
Q2 | $2K | Buy |
36
+2
| +6% | +$111 | ﹤0.01% | 858 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 786 |
|