Silver Oak Securities’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
$1.65M Buy
2025
Q2
$370K Sell
2025
Q1
$386K Sell
2024
Q4
$542K Sell
2024
Q3
$1.21M Buy
2023
Q3
Sell
2023
Q2
$340K Buy
2022
Q2
Sell
2022
Q1
$561K Buy