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Jim Saulnier & Associates’s iShares Morningstar Value ETF ILCV Stock Holding History

Jim Saulnier & Associates’s Portfolio ILCV Stock Details ILCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.22M Sell
38,655
-2,559
-6% -$213K 2.2% 11
2025
Q1 		$3.36M Buy
41,214
+1,551
+4% +$126K 2.61% 9
2024
Q4 		$3.21M Buy
39,663
+8,052
+25% +$652K 2.77% 10
2024
Q3 		$2.6M Buy
+31,611
New +$2.6M 2.54% 7