DAS
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Diversify Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Diversify Advisory Services’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,213
Closed -$308K – 528
2025
Q4 		$308K Sell
3,213
-14
-0.4% -$1.31K 0.01% 753
2025
Q3 		$306K Sell
3,227
-25
-0.8% -$2.22K 0.01% 714
2025
Q2 		$290K Sell
3,252
-3
-0.1% -$237 0.01% 690
2025
Q1 		$250K Sell
3,255
-1,212
-27% -$98.7K 0.02% 553
2024
Q4 		$360K Sell
4,467
-50
-1% -$4.08K 0.02% 441
2024
Q3 		$364K Sell
4,517
-750
-14% -$57.3K 0.02% 454
2024
Q2 		$404K Sell
5,267
-420
-7% -$30.4K 0.02% 420
2024
Q1 		$411K Buy
+5,687
New +$392K 0.02% 470

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