NewEdge Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

NewEdge Wealth’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$683K	Hold
2025 Q2	$638K	Sell
2025 Q1	$565K	Sell
2024 Q4	$602K	Sell
2024 Q3	$615K	Sell
2024 Q2	$603K	Sell
2024 Q1	$568K	Sell
2023 Q4	$541K	Sell
2023 Q3	$495K	Buy
2023 Q2	$239K	Buy