Tidemark’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.2K | Hold |
608
| – | – | 0.02% | 234 |
|
|
2025
Q1 | $47K | Hold |
608
| – | – | 0.02% | 251 |
|
|
2024
Q4 | $49.3K | Hold |
608
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $48.2K | Hold |
608
| – | – | 0.02% | 240 |
|
|
2024
Q2 | $45.7K | Hold |
608
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $44.1K | Hold |
608
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $40K | Buy |
+608
| New | +$40K | 0.03% | 256 |
|