Silvia McColl Wealth Management’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 | $1.66M | Hold |
19,315
| – | – | 1.2% | 20 |
|
2025
Q1 | $1.49M | Hold |
19,315
| – | – | 1.13% | 20 |
|
2024
Q4 | $1.57M | Hold |
19,315
| – | – | 1.17% | 21 |
|
2024
Q3 | $1.53M | Hold |
19,315
| – | – | 1.15% | 20 |
|
2024
Q2 | $1.45M | Hold |
19,315
| – | – | 1.2% | 20 |
|
2024
Q1 | $1.38M | Hold |
19,315
| – | – | 1.18% | 19 |
|
2023
Q4 | $1.27M | Hold |
19,315
| – | – | 1.14% | 19 |
|
2023
Q3 | $1.14M | Hold |
19,315
| – | – | 1.14% | 21 |
|
2023
Q2 | $1.18M | Hold |
19,315
| – | – | 1.09% | 20 |
|
2023
Q1 | $1.09M | Hold |
19,315
| – | – | 1.08% | 22 |
|
2022
Q4 | $1.02M | Buy |
+19,315
| New | +$1.02M | 1% | 27 |
|