B. Riley Wealth Advisors’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 | $314K | Buy |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $674K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $427K | Sell |
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|
2016
Q2 | $418K | Hold |
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|
2016
Q1 | $405K | Sell |
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|
2015
Q4 | $408K | Sell |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $411K | Buy |
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|
2015
Q1 | $280K | Sell |
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|
2014
Q4 | $481 | Buy |
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|
2014
Q3 | $384K | Buy |
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|
2014
Q2 | $323K | Hold |
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|
2014
Q1 | $314K | Buy |
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