Caliber Wealth Management (Kansas)’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy	16,480 +1	+0%	+$83	0.15%	126
2025 Q1	$1.34M	Buy	+16,479	New	+$1.34M	0.18%	114