AE Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.6K Sell
2025
Q1
$36.5K Sell
2024
Q4
$43.2K Buy
2020
Q1
Sell
2019
Q4
$3.9M Buy