Tyler-Stone Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $247K | Buy |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $266K | Buy |
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