Creative Financial Designs’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 | $7.03K | Hold |
82
| – | – | ﹤0.01% | 1436 |
|
2025
Q1 | $6.34K | Hold |
82
| – | – | ﹤0.01% | 1421 |
|
2024
Q4 | $6.66K | Hold |
82
| – | – | ﹤0.01% | 1359 |
|
2024
Q3 | $6.5K | Sell |
82
-10
| -11% | -$792 | ﹤0.01% | 1311 |
|
2024
Q2 | $6.92K | Hold |
92
| – | – | ﹤0.01% | 1257 |
|
2024
Q1 | $6.67K | Sell |
92
-238
| -72% | -$17.2K | ﹤0.01% | 1244 |
|
2023
Q4 | $21.7K | Buy |
330
+238
| +259% | +$15.7K | ﹤0.01% | 897 |
|
2023
Q3 | $5.42K | Hold |
92
| – | – | ﹤0.01% | 1170 |
|
2023
Q2 | $5.62K | Hold |
92
| – | – | ﹤0.01% | 1153 |
|
2023
Q1 | $5.19K | Hold |
92
| – | – | ﹤0.01% | 1106 |
|
2022
Q4 | $4.84K | Buy |
+92
| New | +$4.84K | ﹤0.01% | 1041 |
|