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

Cape Investment Advisory’s Portfolio ILCB Stock Details ILCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Hold
2025 Q1	$398K	Hold
2024 Q4	$418K	Hold
2024 Q3	$408K	Sell
2024 Q2	$395K	Hold
2024 Q1	$381K	Hold
2023 Q4	$346K	Hold
2023 Q3	$309K	Hold
2023 Q2	$321K	Hold
2023 Q1	$296K	Buy