Cypress Wealth Services’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 | – | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $664K | Buy |
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|
2019
Q4 | $828K | Sell |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $934K | Buy |
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|
2019
Q1 | $773K | Buy |
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|
2018
Q4 | $678K | Sell |
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|
2018
Q3 | $1.33M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $992K | Buy |
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|
2017
Q4 | $829K | Buy |
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