Lauer Wealth’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
Q3 | $12.5M | Buy |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.9M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.68M | Buy |
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|
2024
Q1 | $8.56M | Buy |
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|
2023
Q4 | $7M | Buy |
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|
2023
Q3 | $6.28M | Buy |
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|
2023
Q2 | $6.58M | Sell |
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|
2023
Q1 | $9.07M | Buy |
|