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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$767K	Buy
2025 Q1	$733K	Buy
2020 Q4	–	Sell
2020 Q3	$321K	Buy