Corient Private Wealth’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 | $7.71M | Sell |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $7.6M | Sell |
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|
2024
Q3 | $8.18M | Buy |
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|
2024
Q2 | $6.7M | Sell |
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|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $6M | Buy |
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|
2023
Q3 | $5.23M | Sell |
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|
2023
Q2 | $5.56M | Sell |
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|
2023
Q1 | $5.5M | Sell |
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|
2022
Q4 | $62.6K | Buy |
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