Wealthcare Advisory Partners’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 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $131K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $86K | Sell |
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|
2019
Q4 | $190K | Sell |
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|
2019
Q3 | $185K | Hold |
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|
2019
Q2 | $181K | Hold |
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|
2019
Q1 | $176K | Hold |
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|
2018
Q4 | $157K | Sell |
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|
2018
Q3 | $386K | Hold |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $168K | Hold |
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|
2017
Q4 | $175K | Hold |
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|
2017
Q3 | $166K | Buy |
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