AssetMark Inc’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
Q2 | $146K | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $5.79K | Sell |
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|
2024
Q2 | $40.1K | Sell |
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|
2024
Q1 | $73.5K | Sell |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $85.6K | Sell |
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|
2023
Q2 | $3.19M | Buy |
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|
2023
Q1 | $1.35K | Sell |
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|
2022
Q4 | $89.1K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Buy |
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