OneDigital Investment Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
2025
Q1
$839K Buy
2024
Q4
$420K Buy
2024
Q3
$238K Buy
2019
Q3
Sell
2019
Q2
$69K Buy