Capital Investment Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Buy
2025
Q2
$295K Hold
2025
Q1
$288K Hold
2024
Q4
$286K Hold
2024
Q3
$290K Hold
2024
Q2
$270K Hold
2024
Q1
$271K Hold
2023
Q4
$249K Hold
2023
Q3
$229K Buy