Integrated Wealth Concepts’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Hold	2,769	–	–	﹤0.01%	1678
2025 Q1	$214K	Buy	+2,769	New	+$214K	﹤0.01%	1587
2019 Q4	–	Sell	-5,360	Closed	-$225K	–	481
2019 Q3	$225K	Buy	+5,360	New	+$225K	0.03%	382