Tyler-Stone Wealth Management’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 | $802K | Buy |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $193K | Hold |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q4 | $173K | Buy |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $194K | Buy |
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