Activest Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
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2024
Q4 | – | Hold |
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2024
Q3 | – | Sell |
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2024
Q2 | $36K | Buy |
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2024
Q1 | $36.2K | Buy |
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2023
Q4 | $33.1K | Buy |
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2023
Q3 | $30.1K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $29.2K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $23K | Hold |
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2022
Q1 | $26K | Hold |
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2021
Q4 | $26K | Hold |
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2021
Q3 | $24K | Hold |
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2021
Q2 | $24K | Hold |
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2021
Q1 | $23K | Buy |
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