Security National Bank’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Security National Bank’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$107K	Hold
2025 Q2	$99.3K	Hold
2025 Q1	$89.5K	Sell
2024 Q4	$106K	Hold
2024 Q3	$103K	Hold
2024 Q2	$97.7K	Hold
2024 Q1	$94.2K	Hold
2023 Q4	$85.5K	Buy