Chapin Davis’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 | $572K | Sell |
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|
2025
Q2 | $565K | Hold |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $625K | Hold |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $288K | Buy |
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