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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$273K Hold
2024
Q4 		$286K Hold
2024
Q3 		$280K Buy