Focus Partners Wealth
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Focus Partners Wealth’s iShares Morningstar Value ETF ILCV Stock Holding History

Focus Partners Wealth’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$272K Buy
3,256
+200
+7% +$16.7K ﹤0.01% 1717
2025
Q1 		$249K Sell
3,056
-200
-6% -$16.3K ﹤0.01% 1647
2024
Q4 		$264K Buy
+3,256
New +$264K ﹤0.01% 1594