Focus Financial Network’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 | $456K | Buy |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $638K | Hold |
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|
2021
Q2 | $638K | Hold |
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|
2021
Q1 | $589K | Buy |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $301K | Hold |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $273K | Buy |
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