Apollon 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
Q3 | $945K | Hold |
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|
2025
Q2 | $877K | Hold |
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|
2025
Q1 | $790K | Hold |
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|
2024
Q4 | $829K | Hold |
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|
2024
Q3 | $810K | Hold |
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|
2024
Q2 | $768K | Hold |
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|
2024
Q1 | $741K | Hold |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $985K | Sell |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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