Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $904K | Hold |
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|
2023
Q2 | $933K | Buy |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $533K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $829K | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $985K | Sell |
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|
2020
Q3 | $888K | Sell |
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|
2020
Q2 | $827K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.29M | Buy |
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