Security National Bank’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 | $99.3K | Hold |
1,158
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $89.5K | Sell |
1,158
-142
| -11% | -$11K | 0.02% | 171 |
|
|
2024
Q4 | $106K | Hold |
1,300
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $103K | Hold |
1,300
| – | – | 0.01% | 148 |
|
|
2024
Q2 | $97.7K | Hold |
1,300
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $94.2K | Hold |
1,300
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $85.5K | Buy |
+1,300
| New | +$85.5K | 0.02% | 159 |
|