Jones Financial Companies’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41.8K Sell
2025
Q1
$56.9K Buy
2024
Q4
$40.5K Hold
2024
Q3
$40.9K Hold
2024
Q2
$38.2K Buy
2013
Q3
Sell
2013
Q2
$15K Buy