Sweet Financial Partners’s iShares Morningstar Value ETF ILCV Stock Holding History

Sweet Financial Partners’s Portfolio ILCV Stock Details ILCV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1,000K	Hold
2024 Q2	$928K	Buy
2024 Q1	$930K	Buy
2023 Q4	$851K	Buy
2023 Q3	$771K	Hold
2023 Q2	$792K	Buy
2023 Q1	$757K	Buy
2022 Q4	$745K	Buy
2022 Q3	$661K	Buy
2022 Q2	$702K	Buy