Lutz Financial 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
Q3 | $306K | Sell |
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|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $222K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $201K | Buy |
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