Optivise Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Optivise Advisory Services’s Portfolio ILCB Stock Details ILCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Sell
2025 Q2	$315K	Sell
2025 Q1	$288K	Sell
2024 Q4	$323K	Sell
2024 Q3	$346K	Buy
2024 Q2	$326K	Buy