Focus Partners Wealth
ILCB icon

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
2026
Q1 		$1.07M Buy
11,868
+9
+0.1% +$846 ﹤0.01% 1588
2025
Q4 		$1.12M Buy
+11,859
New +$1.11M ﹤0.01% 1586
2025
Q2 		– Sell
-3,528
Closed -$273K – 2094
2025
Q1 		$273K Hold
3,528
– – ﹤0.01% 1621
2024
Q4 		$286K Hold
3,528
– – ﹤0.01% 1575
2024
Q3 		$280K Buy
+3,528
New +$269K ﹤0.01% 1351

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