Mutual Advisors’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
Q2 | $260K | Hold |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $602K | Sell |
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|
2020
Q3 | $579K | Buy |
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|
2020
Q2 | $515K | Sell |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $218K | Buy |
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