Farther Finance Advisors’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 | $20.8K | Sell |
242
-9
| -4% | -$772 | ﹤0.01% | 2645 |
|
2025
Q1 | $19.5K | Buy |
251
+9
| +4% | +$698 | ﹤0.01% | 2399 |
|
2024
Q4 | $19.6K | Hold |
242
| – | – | ﹤0.01% | 2081 |
|
2024
Q3 | $19.2K | Hold |
242
| – | – | ﹤0.01% | 2102 |
|
2024
Q2 | $18.2K | Hold |
242
| – | – | ﹤0.01% | 1809 |
|
2024
Q1 | $17.5K | Hold |
242
| – | – | ﹤0.01% | 1539 |
|
2023
Q4 | $15.9K | Buy |
+242
| New | +$15.9K | ﹤0.01% | 1409 |
|