Destination Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Destination Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell
2025 Q1	$241K	Hold
2024 Q4	$239K	Hold
2024 Q3	$243K	Hold
2024 Q2	$226K	Hold
2024 Q1	$227K	Hold
2023 Q4	$209K	Buy