Red Tortoise LLC’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
Q3 | $676K | Hold |
|
|||||
|
2025
Q2 | $627K | Hold |
|
|||||
|
2025
Q1 | $565K | Hold |
|
|||||
|
2024
Q4 | $594K | Hold |
|
|||||
|
2024
Q3 | $580K | Hold |
|
|||||
|
2024
Q2 | $550K | Hold |
|
|||||
|
2024
Q1 | $530K | Sell |
|
|||||
|
2023
Q4 | $483K | Buy |
|
|||||
|
2023
Q3 | $429K | Hold |
|
|||||
|
2023
Q2 | $445K | Buy |
|
|||||
|
2023
Q1 | $410K | Buy |
|
|||||
|
2022
Q4 | $381K | Buy |
|
|||||
|
2022
Q2 | $376K | Hold |
|
|||||
|
2022
Q1 | $455K | Hold |
|
|||||
|
2021
Q4 | $480K | Hold |
|
|||||
|
2021
Q3 | $357K | Buy |
|