Commonwealth Financial Services’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	$1.4M	Buy	16,356 +1,709	+12%	+$147K	0.27%	61
2025 Q1	$1.13M	Buy	14,647 +2,714	+23%	+$210K	0.23%	69
2024 Q4	$969K	Buy	11,933 +1,836	+18%	+$149K	0.19%	68
2024 Q3	$793K	Buy	10,097 +1,348	+15%	+$106K	0.16%	77
2024 Q2	$671K	Buy	+8,749	New	+$671K	0.14%	86