NWM
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Navigoe Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Navigoe Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$116K Hold
1,395
– – 0.09% 46
2025
Q1 		$113K Buy
1,395
+2
+0.1% +$162 0.1% 44
2024
Q4 		$112K Buy
+1,393
New +$112K 0.11% 44