Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$211K Hold
2020
Q4
$192K Hold
2020
Q3
$169K Hold
2020
Q2
$166K Hold
2020
Q1
$148K Hold
2019
Q4
$201K Hold
2019
Q3
$189K Buy