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HCR Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

HCR Wealth Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Buy
+2,536
New +$218K 0.03% 217
2025
Q1 		– Sell
-2,536
Closed -$206K – 233
2024
Q4 		$206K Hold
2,536
– – 0.03% 222
2024
Q3 		$201K Buy
+2,536
New +$201K 0.03% 222