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Cape Investment Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cape Investment Advisory’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Hold
5,155
– – 0.15% 128
2025
Q4 		$487K Buy
+5,155
New +$483K 0.15% 115
2025
Q3 		– Sell
-5,155
Closed -$442K – 1001
2025
Q2 		$442K Hold
5,155
– – 0.16% 106
2025
Q1 		$398K Hold
5,155
– – 0.16% 109
2024
Q4 		$418K Hold
5,155
– – 0.16% 105
2024
Q3 		$408K Sell
5,155
-100
-2% -$7.64K 0.17% 102
2024
Q2 		$395K Hold
5,255
– – 0.18% 92
2024
Q1 		$381K Hold
5,255
– – 0.18% 94
2023
Q4 		$346K Hold
5,255
– – 0.17% 93
2023
Q3 		$309K Hold
5,255
– – 0.18% 96
2023
Q2 		$321K Hold
5,255
– – 0.18% 96
2023
Q1 		$296K Buy
+5,255
New +$289K 0.18% 92

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WA
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Osaic Holdings
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