Plante Moran Financial 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
2020
Q2
Sell
-1,128
Closed -$41K 813
2020
Q1
$41K Hold
1,128
0.02% 278
2019
Q4
$52K Hold
1,128
0.02% 319
2019
Q3
$47K Hold
1,128
0.01% 346
2019
Q2
$47K Buy
+1,128
New +$47K 0.01% 351