Simplicity Wealth’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,031
Closed -$308K 823
2024
Q2
$308K Sell
4,031
-9
-0.2% -$687 0.01% 935
2024
Q1
$311K Buy
+4,040
New +$311K 0.01% 905