FMB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
3,188
| – | – | 0.13% | 63 |
|
|
2025
Q1 | $246K | Hold |
3,188
| – | – | 0.14% | 62 |
|
|
2024
Q4 | $259K | Hold |
3,188
| – | – | 0.15% | 59 |
|
|
2024
Q3 | $253K | Hold |
3,188
| – | – | 0.14% | 62 |
|
|
2024
Q2 | $240K | Hold |
3,188
| – | – | 0.18% | 60 |
|
|
2024
Q1 | $231K | Hold |
3,188
| – | – | 0.18% | 61 |
|
|
2023
Q4 | $210K | Buy |
+3,188
| New | +$210K | 0.19% | 57 |
|