AWM
ILCV icon

Apex Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Apex Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.21M Buy
50,509
+248
+0.5% +$20.7K 3.38% 10
2025
Q1 		$4.09M Buy
50,261
+356
+0.7% +$29K 3.68% 8
2024
Q4 		$4.04M Buy
+49,905
New +$4.04M 3.49% 9