Vantage Financial Partners (Wisconsin)’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
$630K Sell
2025
Q1
$587K Sell
2024
Q4
$638K Buy
2024
Q3
$540K Buy
2024
Q2
$238K Sell
2024
Q1
$612K Sell
2023
Q4
$661K Buy
2023
Q3
$351K Sell
2023
Q2
$621K Sell
2023
Q1
$1.98M Buy