Portland Financial Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Portland Financial Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$367K	Hold
2025 Q2	$341K	Hold
2025 Q1	$307K	Sell
2024 Q4	$356K	Buy