Tyler-Stone Wealth Management’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 | $802K | Buy |
9,346
+459
| +5% | +$39.4K | 0.13% | 148 |
|
|
2025
Q1 | $687K | Buy |
8,887
+503
| +6% | +$38.9K | 0.12% | 153 |
|
|
2024
Q4 | $680K | Buy |
8,384
+206
| +3% | +$16.7K | 0.12% | 153 |
|
|
2024
Q3 | $648K | Buy |
8,178
+4,094
| +100% | +$324K | 0.12% | 153 |
|
|
2024
Q2 | $307K | Hold |
4,084
| – | – | 0.13% | 140 |
|
|
2024
Q1 | $296K | Buy |
4,084
+800
| +24% | +$58K | 0.13% | 148 |
|
|
2023
Q4 | $216K | Hold |
3,284
| – | – | 0.11% | 169 |
|
|
2023
Q3 | $193K | Hold |
3,284
| – | – | 0.11% | 160 |
|
|
2023
Q2 | $201K | Buy |
+3,284
| New | +$201K | 0.11% | 160 |
|
|
2022
Q4 | $173K | Buy |
3,284
+360
| +12% | +$19K | 0.12% | 157 |
|
|
2022
Q3 | $144K | Hold |
2,924
| – | – | 0.11% | 166 |
|
|
2022
Q2 | $152K | Hold |
2,924
| – | – | 0.1% | 176 |
|
|
2022
Q1 | $184K | Hold |
2,924
| – | – | 0.1% | 184 |
|
|
2021
Q4 | $194K | Buy |
+2,924
| New | +$194K | 0.1% | 184 |
|