Horst & Graben 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
2025
Q3
$1.08M Sell
2025
Q2
$998K Buy
2025
Q1
$830K Buy
2024
Q4
$626K Buy
2024
Q3
$599K Buy
2024
Q2
$546K Buy