Elevation Capital Advisory’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
$7.05M Sell
82,157
-5,893
-7% -$506K 2.82% 16
2025
Q1
$6.8M Buy
+88,050
New +$6.8M 2.97% 15