MGB Wealth Management’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
Q2
$167K Hold
2025
Q1
$163K Hold
2024
Q4
$162K Hold
2024
Q3
$164K Hold
2024
Q2
$157K Hold
2024
Q1
$154K Hold
2023
Q4
$141K Buy