Creative Financial Designs’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5K | Buy |
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|
2025
Q1 | $75.1K | Buy |
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|
2024
Q4 | $74.5K | Buy |
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|
2024
Q3 | $75.4K | Buy |
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|
2024
Q2 | $37.6K | Hold |
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|
2024
Q1 | $37.8K | Sell |
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|
2023
Q4 | $42.7K | Buy |
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|
2023
Q3 | $31.9K | Hold |
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|
2023
Q2 | $32.7K | Hold |
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|
2023
Q1 | $31.4K | Buy |
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|
2022
Q4 | $13.2K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $13K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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