Crestwood Advisors Group’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 | $3.68M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.55M | Sell |
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|
2024
Q3 | $3.48M | Sell |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.56M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $2.87M | Buy |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.5M | Sell |
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|
2021
Q4 | $3.84M | Sell |
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|
2021
Q3 | $3.54M | Sell |
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|
2021
Q2 | $3.57M | Sell |
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|
2021
Q1 | $3.31M | Sell |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $2.77M | Sell |
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|
2020
Q1 | $2.56M | Hold |
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|
2019
Q4 | $3.22M | Sell |
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|
2019
Q3 | $2.95M | Sell |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $2.9M | Sell |
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|
2018
Q4 | $2.74M | Sell |
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|
2018
Q3 | $3.31M | Sell |
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|
2018
Q2 | $3.25M | Sell |
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|
2018
Q1 | $3.22M | Sell |
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|
2017
Q4 | $3.96M | Sell |
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|
2017
Q3 | $3.81M | Sell |
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|
2017
Q2 | $3.78M | Hold |
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|
2017
Q1 | $3.67M | Sell |
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|
2016
Q4 | $4.66M | Sell |
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|
2016
Q3 | $5.41M | Sell |
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|
2016
Q2 | $5.88M | Sell |
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|
2016
Q1 | $6.66M | Sell |
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|
2015
Q4 | $10.6M | Sell |
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|
2015
Q3 | $21.9M | Sell |
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|
2015
Q2 | $23.9M | Sell |
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|
2015
Q1 | $24.3M | Sell |
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|
2014
Q4 | $25.6M | Buy |
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|
2014
Q3 | $23.6M | Buy |
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|
2014
Q2 | $23.2M | Buy |
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|
2014
Q1 | $21.8M | Buy |
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|
2013
Q4 | $19.1M | Buy |
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|
2013
Q3 | $16.9M | Buy |
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|
2013
Q2 | $15.2M | Buy |
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