Harvest Group Wealth Management’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
2023
Q1
$896K Sell
2022
Q4
$963K Sell
2022
Q3
$921K Sell
2022
Q2
$998K Buy