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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.6K	Sell	438 -35	-7%	-$3K	﹤0.01%	1655
2025 Q1	$36.5K	Sell	473 -60	-11%	-$4.63K	﹤0.01%	1630
2024 Q4	$43.2K	Buy	+533	New	+$43.2K	﹤0.01%	1580
2020 Q1	–	Sell	-84,676	Closed	-$3.91M	–	1184
2019 Q4	$3.91M	Buy	+84,676	New	+$3.91M	0.08%	219