HHM Wealth Advisors’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 | $185K | Hold |
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|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $132K | Hold |
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|
2023
Q3 | $118K | Hold |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $192K | Hold |
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|
2021
Q3 | $176K | Sell |
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|
2021
Q2 | $180K | Sell |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $166K | Hold |
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|
2020
Q3 | $149K | Hold |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $112K | Buy |
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