Focus Partners Wealth
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Focus Partners Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Focus Partners Wealth’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,528
Closed -$273K – 2081
2025
Q1 		$273K Hold
3,528
– – ﹤0.01% 1608
2024
Q4 		$286K Hold
3,528
– – ﹤0.01% 1561
2024
Q3 		$280K Buy
+3,528
New +$280K ﹤0.01% 1336