IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $44.8K | Hold |
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|
2023
Q2 | $46.5K | Hold |
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|
2023
Q1 | $119K | Buy |
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|
2022
Q4 | $26K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $110K | Sell |
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|
2020
Q2 | $168K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $817K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $987K | Sell |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $994K | Sell |
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|
2016
Q3 | $984K | Sell |
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|
2016
Q2 | $979K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $949K | Buy |
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