Surevest’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
2022
Q3
$6.01M Buy
2022
Q2
$5.89M Buy
2022
Q1
$6.91M Buy
2021
Q4
$395K Buy