Stifel Financial’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 | $502K | Buy |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $478K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $267K | Sell |
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|
2019
Q3 | $271K | Buy |
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