Elmwood Wealth Management’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
2022
Q1
Sell
-1,936
Closed -$129K 205
2021
Q4
$129K Buy
+1,936
New +$129K 0.06% 140
2021
Q2
$118K Hold
1,936
0.06% 130
2021
Q1
$109K Buy
+1,936
New +$109K 0.07% 126