J.W. Cole Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

J.W. Cole Advisors’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
2025 Q4	–	Sell
2025 Q3	$444K	Sell
2025 Q2	$767K	Buy
2025 Q1	$733K	Buy
2020 Q4	–	Sell
2020 Q3	$321K	Buy