Integrated Wealth Management (Palm Desert)’s iShares Morningstar Value ETF ILCV Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ILCV Stock Details ILCV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$332K	Buy
2016 Q4	$280K	Buy
2016 Q3	$215K	Buy