Allworth Financial’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 | $122K | Buy |
+1,426
| New | +$122K | ﹤0.01% | 1420 |
|
|
2020
Q2 | – | Sell |
-644
| Closed | -$24K | – | 1273 |
|
|
2020
Q1 | $24K | Hold |
644
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $30K | Hold |
644
| – | – | ﹤0.01% | 447 |
|
|
2019
Q3 | $27K | Hold |
644
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $27K | Hold |
644
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $26K | Buy |
+644
| New | +$26K | ﹤0.01% | 415 |
|