SWA
ILCB icon

SOA Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

SOA Wealth Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,228
Closed -$80.8K – 914
2023
Q4 		$80.8K Hold
1,228
– – 0.02% 255
2023
Q3 		$72.3K Buy
+1,228
New +$72.3K 0.02% 254