Empirical Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Buy
2019
Q1
Sell
2018
Q4
$228K Hold
2018
Q3
$269K Hold
2018
Q2
$246K Hold
2018
Q1
$245K Buy