Merit Financial Group’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 | $6.59M | Buy |
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|
2025
Q2 | $6.1M | Buy |
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|
2025
Q1 | $5.12M | Buy |
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|
2024
Q4 | $5.37M | Buy |
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|
2024
Q3 | $5.2M | Sell |
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $4.65M | Sell |
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|
2023
Q4 | $4.53M | Sell |
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|
2023
Q3 | $4.23M | Buy |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.98M | Buy |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $419K | Buy |
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