IDA
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Intelligence Driven Advisers’s iShares Morningstar Value ETF ILCV Stock Holding History

Intelligence Driven Advisers’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,100
Closed -$392K – 91
2020
Q2 		$392K Sell
8,100
-498
-6% -$23.8K 0.14% 64
2020
Q1 		$372K Buy
8,598
+268
+3% +$14.3K 0.17% 61
2019
Q4 		$488K Sell
8,330
-2,404
-22% -$137K 0.22% 51
2019
Q3 		$593K Sell
10,734
-3,912
-27% -$212K 0.28% 48
2019
Q2 		$790K Sell
14,646
-20,036
-58% -$1.07M 0.38% 44
2019
Q1 		$1.83M Sell
34,682
-1,058
-3% -$54.5K 1% 27
2018
Q4 		$1.72M Buy
+35,740
New +$1.84M 1.09% 30

Other funds holding ILCV

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return