Surevest’s iShares Morningstar Value ETF ILCV Stock Holding History

Surevest’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.96M	Sell
2022 Q2	$7.71M	Buy
2022 Q1	$8.55M	Buy
2021 Q4	$466K	Buy