TWM
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TSA Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

TSA Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$206K Sell
2,472
-4,181
-63% -$349K 0.08% 83
2025
Q1 		$542K Buy
+6,653
New +$542K 0.22% 47