Diversify Advisory Services’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
Other funds holding ILCV
MTC
Diversify Advisory Services's ILCV Position: Q3 2026 in Review
Diversify Advisory Services reduced its iShares Morningstar Value ETF (ILCV) stake by 2.3% in Q3 2026, selling an estimated $5.31K and leaving 2,170 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.
Diversify Advisory Services first reported a position in ILCV in Q1 2024 and has held it in 8 quarters since. The position peaked at $619K in Q1 2024. 39 funds tracked by Wall St. Rank hold ILCV as of Q3 2026.
- Diversify Advisory Services held 2,170 shares of iShares Morningstar Value ETF worth $237K as of Q3 2026.
- Diversify Advisory Services sold 50 iShares Morningstar Value ETF shares in Q3 2026, an estimated $5.31K.
- iShares Morningstar Value ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1169 holding.
- Diversify Advisory Services first reported a position in iShares Morningstar Value ETF in Q1 2024 and has held it in 8 quarters since.
- Diversify Advisory Services's iShares Morningstar Value ETF position peaked at $619K in Q1 2024.
- 39 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.