Cerity Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Sell |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $406K | Hold |
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|
2021
Q3 | $371K | Sell |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $390K | Buy |
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