Morris Financial Concepts’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 | $27.7K | Hold |
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|
2025
Q2 | $25.7K | Hold |
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|
2025
Q1 | $23.2K | Hold |
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|
2024
Q4 | $24.3K | Hold |
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|
2024
Q3 | $23.8K | Hold |
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|
2024
Q2 | $22.6K | Hold |
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|
2024
Q1 | $21.7K | Hold |
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|
2023
Q4 | $19.7K | Sell |
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|
2023
Q3 | $57K | Hold |
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|
2023
Q2 | $59.1K | Hold |
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|
2023
Q1 | $54.6K | Sell |
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|
2022
Q4 | $79K | Hold |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $103K | Buy |
|