IDA
Intelligence Driven Advisers’s iShares Morningstar US Equity ETF ILCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,608
| Closed | -$2.2M | – | 89 |
|
|
2020
Q2 | $2.2M | Sell |
12,608
-1,902
| -13% | -$332K | 0.78% | 30 |
|
|
2020
Q1 | $2.13M | Sell |
14,510
-9,380
| -39% | -$1.38M | 0.99% | 25 |
|
|
2019
Q4 | $4.41M | Sell |
23,890
-4,691
| -16% | -$865K | 2% | 12 |
|
|
2019
Q3 | $4.8M | Sell |
28,581
-6,381
| -18% | -$1.07M | 2.27% | 13 |
|
|
2019
Q2 | $5.77M | Sell |
34,962
-6,691
| -16% | -$1.11M | 2.74% | 13 |
|
|
2019
Q1 | $6.67M | Buy |
41,653
+4,791
| +13% | +$767K | 3.65% | 7 |
|
|
2018
Q4 | $5.25M | Buy |
+36,862
| New | +$5.25M | 3.33% | 10 |
|