Tidemark’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
2025
Q2
$52.2K Hold
2025
Q1
$47K Hold
2024
Q4
$49.3K Hold
2024
Q3
$48.2K Hold
2024
Q2
$45.7K Hold
2024
Q1
$44.1K Hold
2023
Q4
$40K Buy