Jones Financial Companies’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
1,872
+715
+62% +$61K ﹤0.01% 1755
2025
Q1
$88.9K Buy
1,157
+885
+325% +$68K ﹤0.01% 1827
2024
Q4
$22.1K Buy
+272
New +$22.1K ﹤0.01% 2215