OneDigital Investment Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
15,638
+25
| +0.2% | +$2.15K | 0.01% | 548 |
|
|
2025
Q1 | $1.21M | Buy |
15,613
+4
| +0% | +$309 | 0.01% | 548 |
|
|
2024
Q4 | $1.27M | Buy |
15,609
+52
| +0.3% | +$4.22K | 0.01% | 557 |
|
|
2024
Q3 | $1.23M | Buy |
15,557
+30
| +0.2% | +$2.38K | 0.01% | 588 |
|
|
2024
Q2 | $1.17M | Buy |
15,527
+8,527
| +122% | +$641K | 0.01% | 568 |
|
|
2024
Q1 | $507K | Buy |
+7,000
| New | +$507K | 0.01% | 736 |
|