Stratos Wealth Partners’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$660K Buy
2025
Q1
$227K Sell
2024
Q4
$230K Buy
2018
Q4
Sell
2018
Q3
$15K Buy
2018
Q2
Sell
2018
Q1
$29K Hold
2017
Q4
$30K Buy