Diversify Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
3,252
-3
| -0.1% | -$268 | 0.01% | 690 |
|
|
2025
Q1 | $250K | Sell |
3,255
-1,212
| -27% | -$93K | 0.02% | 553 |
|
|
2024
Q4 | $360K | Sell |
4,467
-50
| -1% | -$4.03K | 0.02% | 441 |
|
|
2024
Q3 | $364K | Sell |
4,517
-750
| -14% | -$60.4K | 0.02% | 454 |
|
|
2024
Q2 | $404K | Sell |
5,267
-420
| -7% | -$32.2K | 0.02% | 420 |
|
|
2024
Q1 | $411K | Buy |
+5,687
| New | +$411K | 0.02% | 470 |
|