Chicago Partners Investment Group’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
Q2 | $424K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $294K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $298K | Sell |
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|
2021
Q1 | $282K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $217K | Buy |
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