Asset Allocation Strategies’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 | $363K | Buy |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Buy |
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