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Choate Investment Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Choate Investment Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$516K Hold
5,739
– – 0.01% 298
2025
Q4 		$542K Hold
5,739
– – 0.01% 296
2025
Q3 		$530K Hold
5,739
– – 0.01% 279
2025
Q2 		$492K Hold
5,739
– – 0.01% 272
2025
Q1 		$443K Hold
5,739
– – 0.01% 273
2024
Q4 		$466K Hold
5,739
– – 0.01% 278
2024
Q3 		$455K Hold
5,739
– – 0.01% 270
2024
Q2 		$431K Hold
5,739
– – 0.01% 265
2024
Q1 		$416K Buy
+5,739
New +$395K 0.01% 287

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WA
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