GenWealth Group’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.51M | Hold |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.45M | Hold |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.47M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.37M | Hold |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $17.9M | Buy |
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|
2019
Q3 | $16.9M | Sell |
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|
2019
Q2 | $16.9M | Buy |
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|
2019
Q1 | $16.4M | Buy |
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|
2018
Q4 | $14.2M | Buy |
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|
2018
Q3 | $15.6M | Sell |
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|
2018
Q2 | $14.6M | Buy |
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|
2018
Q1 | $14.1M | Buy |
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|
2017
Q4 | $14.4M | Buy |
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|
2017
Q3 | $12.3M | Buy |
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|
2017
Q2 | $10.7M | Buy |
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