LWMI
ILCV icon

Legacy Wealth Management (Idaho)’s iShares Morningstar Value ETF ILCV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$245 – 809
2025
Q1 		$245 Hold
3
– – ﹤0.01% 750
2024
Q4 		$251 Buy
+3
New +$251 ﹤0.01% 696