Kestra Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $631K | Buy |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $854K | Buy |
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