Global Retirement Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Buy |
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|
2025
Q2 | $2.46M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $973K | Sell |
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|
2021
Q1 | $913K | Hold |
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|
2020
Q4 | $882K | Hold |
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|
2020
Q3 | $793K | Sell |
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|
2020
Q2 | $772K | Hold |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $828K | Sell |
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|
2019
Q3 | $759K | Sell |
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|
2019
Q2 | $747K | Buy |
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|
2019
Q1 | $670K | Hold |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | $691K | Buy |
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|
2018
Q2 | $565K | Hold |
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|
2018
Q1 | $563K | Buy |
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|
2017
Q4 | $398K | Buy |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $271K | Buy |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $240K | Buy |
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