Kovitz Investment Group Partners

Kovitz Investment Group Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Kovitz Investment Group Partners’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell
2025 Q1	$942K	Buy
2024 Q4	$988K	Sell
2024 Q3	$1.01K	Sell
2024 Q2	$1.02M	Buy