Helen Stephens Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Helen Stephens Group’s Portfolio ILCB Stock Details ILCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Buy
2025 Q2	$421K	Buy
2025 Q1	$378K	Buy
2024 Q4	$396K	Sell
2024 Q3	$902K	Buy
2024 Q2	$852K	Buy