Benchmark 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
Q2 | $5.54M | Buy |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $5.28M | Sell |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $4.37M | Sell |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $4.69M | Sell |
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|
2022
Q1 | $5.69M | Sell |
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|
2021
Q4 | $6.02M | Sell |
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|
2021
Q3 | $5.6M | Sell |
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|
2021
Q2 | $5.66M | Sell |
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|
2021
Q1 | $5.37M | Sell |
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|
2020
Q4 | $5.98M | Buy |
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|
2020
Q3 | $5.44M | Sell |
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|
2020
Q2 | $5.18M | Sell |
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|
2020
Q1 | $4.51M | Sell |
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|
2019
Q4 | $6.25M | Buy |
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