Cedar Mountain Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
313
| – | – | 0.01% | 136 |
|
|
2025
Q1 | $24.2K | Hold |
313
| – | – | 0.01% | 139 |
|
|
2024
Q4 | $25.4K | Hold |
313
| – | – | 0.01% | 138 |
|
|
2024
Q3 | $24.8K | Sell |
313
-33
| -10% | -$2.62K | 0.01% | 137 |
|
|
2024
Q2 | $26K | Hold |
346
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $25.1K | Hold |
346
| – | – | 0.01% | 123 |
|
|
2023
Q4 | $22.8K | Hold |
346
| – | – | 0.01% | 121 |
|
|
2023
Q3 | $20.4K | Hold |
346
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $21.1K | Hold |
346
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $19.5K | Hold |
346
| – | – | 0.01% | 116 |
|
|
2022
Q4 | $18.2K | Hold |
346
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $17K | Buy |
346
+42
| +14% | +$2.06K | 0.01% | 120 |
|
|
2022
Q2 | $16K | Hold |
304
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $19K | Hold |
304
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $20K | Hold |
304
| – | – | 0.01% | 127 |
|
|
2021
Q3 | $18K | Hold |
304
| – | – | 0.01% | 128 |
|
|
2021
Q2 | $18K | Hold |
304
| – | – | 0.01% | 122 |
|
|
2021
Q1 | $17K | Hold |
304
| – | – | 0.01% | 135 |
|
|
2020
Q4 | $16K | Hold |
304
| – | – | 0.01% | 140 |
|
|
2020
Q3 | $15K | Hold |
304
| – | – | 0.01% | 128 |
|
|
2020
Q2 | $13K | Sell |
304
-28
| -8% | -$1.2K | 0.01% | 129 |
|
|
2020
Q1 | $12K | Hold |
332
| – | – | 0.01% | 118 |
|
|
2019
Q4 | $15K | Buy |
+332
| New | +$15K | 0.01% | 120 |
|