Optivise Advisory Services’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	$315K	Sell	3,671 -61	-2%	-$5.23K	0.16%	131
2025 Q1	$288K	Sell	3,732 -244	-6%	-$18.9K	0.16%	131
2024 Q4	$323K	Sell	3,976 -386	-9%	-$31.3K	0.17%	119
2024 Q3	$346K	Buy	4,362 +22	+0.5%	+$1.74K	0.18%	106
2024 Q2	$326K	Buy	+4,340	New	+$326K	0.18%	120