Steward Partners Investment Advisory’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
Q2 | $324K | Buy |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $12.2K | Hold |
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|
2023
Q3 | $10.9K | Hold |
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|
2023
Q2 | $11.3K | Hold |
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|
2023
Q1 | $10.4K | Sell |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $40K | Sell |
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|
2021
Q2 | $42K | Sell |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $28K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $26K | Sell |
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|
2018
Q1 | $160K | Buy |
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|
2017
Q4 | $75K | Buy |
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|
2017
Q3 | $52K | Buy |
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|
2017
Q2 | $13K | Buy |
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|
2017
Q1 | $9K | Buy |
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