PSI Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $73.4K | Buy |
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|
2024
Q3 | $71.4K | Buy |
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|
2024
Q2 | $67.5K | Buy |
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|
2024
Q1 | $64.9K | Buy |
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|
2023
Q4 | $58.7K | Buy |
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|
2023
Q3 | $52.1K | Hold |
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|
2023
Q2 | $54.1K | Buy |
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|
2023
Q1 | $49.8K | Buy |
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|
2022
Q4 | $46.3K | Buy |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $57K | Buy |
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|
2021
Q3 | $52K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $29K | Buy |
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