Kovitz Investment Group Partners’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	$1.04M	Sell	12,154 -36	-0.3%	-$3.09K	﹤0.01%	797
2025 Q1	$942K	Buy	12,190 +20	+0.2%	+$1.55K	﹤0.01%	754
2024 Q4	$988K	Sell	12,170 -535	-4%	-$43.4K	﹤0.01%	720
2024 Q3	$1.01K	Sell	12,705 -808	-6%	-$64	﹤0.01%	1039
2024 Q2	$1.02M	Buy	+13,513	New	+$1.02M	0.01%	530