Brightwater Advisory’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
$591K Hold
2025
Q1
$532K Buy
2024
Q4
Sell
2024
Q3
$584K Sell
2024
Q2
$574K Sell
2024
Q1
$564K Buy