Apollon 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 | $877K | Hold |
10,220
| – | – | 0.02% | 589 |
|
|
2025
Q1 | $790K | Hold |
10,220
| – | – | 0.02% | 584 |
|
|
2024
Q4 | $829K | Hold |
10,220
| – | – | 0.02% | 579 |
|
|
2024
Q3 | $810K | Hold |
10,220
| – | – | 0.02% | 553 |
|
|
2024
Q2 | $768K | Hold |
10,220
| – | – | 0.02% | 548 |
|
|
2024
Q1 | $741K | Hold |
10,220
| – | – | 0.02% | 558 |
|
|
2023
Q4 | $672K | Sell |
10,220
-8,720
| -46% | -$573K | 0.02% | 576 |
|
|
2023
Q3 | $1.12M | Hold |
18,940
| – | – | 0.06% | 334 |
|
|
2023
Q2 | $1.16M | Hold |
18,940
| – | – | 0.06% | 351 |
|
|
2023
Q1 | $1.07M | Sell |
18,940
-1,000
| -5% | -$56.4K | 0.07% | 308 |
|
|
2022
Q4 | $1.05M | Hold |
19,940
| – | – | 0.07% | 282 |
|
|
2022
Q3 | $985K | Sell |
19,940
-400
| -2% | -$19.8K | 0.08% | 256 |
|
|
2022
Q2 | $1.06M | Hold |
20,340
| – | – | 0.09% | 244 |
|
|
2022
Q1 | $1.28M | Sell |
20,340
-400
| -2% | -$25.1K | 0.09% | 230 |
|
|
2021
Q4 | $1.38M | Buy |
+20,740
| New | +$1.38M | 0.1% | 222 |
|