Shared Vision Wealth Group’s iShares Morningstar Value ETF ILCV Stock Holding History

Shared Vision Wealth Group’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$761K	Sell
2025 Q1	$903K	Buy
2024 Q4	$671K	Buy
2024 Q3	$678K	Sell
2024 Q2	$630K	Buy
2024 Q1	$629K	Hold
2023 Q4	$578K	Buy