West Coast Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

West Coast Financial’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,653	Closed	-$1.29M	–	66
2025 Q1	$1.29M	Sell	16,653 -1,492	-8%	-$115K	0.15%	69
2024 Q4	$1.47M	Sell	18,145 -1,294	-7%	-$105K	0.16%	70
2024 Q3	$1.54M	Sell	19,439 -2,133	-10%	-$169K	0.17%	72
2024 Q2	$1.62M	Sell	21,572 -1,639	-7%	-$123K	0.19%	67
2024 Q1	$1.68M	Sell	23,211 -4,242	-15%	-$307K	0.2%	62
2023 Q4	$1.81M	Sell	27,453 -453	-2%	-$29.8K	0.24%	60
2023 Q3	$1.64M	Sell	27,906 -1,539	-5%	-$90.6K	0.25%	72
2023 Q2	$1.8M	Sell	29,445 -2,053	-7%	-$125K	0.25%	72
2023 Q1	$1.78M	Sell	31,498 -1,258	-4%	-$71K	0.27%	69
2022 Q4	$1.72M	Sell	32,756 -2,688	-8%	-$141K	0.29%	65
2022 Q3	$1.75M	Sell	35,444 -271	-0.8%	-$13.4K	0.32%	62
2022 Q2	$1.86M	Sell	35,715 -1,332	-4%	-$69.2K	0.33%	59
2022 Q1	$2.33M	Sell	37,047 -4,331	-10%	-$272K	0.36%	58
2021 Q4	$2.75M	Sell	41,378 -4,392	-10%	-$292K	0.39%	54
2021 Q3	$2.78M	Sell	45,770 -3,235	-7%	-$196K	0.45%	53
2021 Q2	$2.98M	Sell	49,005 -2,563	-5%	-$156K	0.49%	51
2021 Q1	$2.89M	Sell	51,568 -5,680	-10%	-$318K	0.5%	51
2020 Q4	$3.1M	Sell	57,248 -8,752	-13%	-$474K	0.6%	49
2020 Q3	$3.22M	Sell	66,000 -15,300	-19%	-$746K	0.73%	46
2020 Q2	$3.55M	Sell	81,300 -10,220	-11%	-$446K	0.86%	43
2020 Q1	$3.35M	Sell	91,520 -17,280	-16%	-$633K	0.89%	44
2019 Q4	$5.02M	Sell	108,800 -11,172	-9%	-$515K	1.07%	37
2019 Q3	$5.04M	Sell	119,972 -4,780	-4%	-$201K	1.14%	36
2019 Q2	$5.15M	Sell	124,752 -832	-0.7%	-$34.3K	1.18%	36
2019 Q1	$5.02M	Sell	125,584 -3,536	-3%	-$141K	1.19%	30
2018 Q4	$4.6M	Buy	129,120 +8,584	+7%	+$306K	1.31%	26
2018 Q3	$5.07M	Buy	120,536 +5,832	+5%	+$245K	1.17%	29
2018 Q2	$4.41M	Sell	114,704 -5,116	-4%	-$197K	1.22%	26
2018 Q1	$4.59M	Sell	119,820 -872	-0.7%	-$33.4K	1.31%	30
2017 Q4	$4.79M	Sell	120,692 -2,556	-2%	-$102K	1.35%	30
2017 Q3	$4.64M	Buy	123,248 +16,536	+15%	+$623K	1.26%	31
2017 Q2	$3.91M	Buy	106,712 +32,856	+44%	+$1.2M	1.25%	30
2017 Q1	$2.62M	Buy	73,856 +11,972	+19%	+$425K	0.83%	46
2016 Q4	$2.05M	Buy	61,884 +20,548	+50%	+$682K	0.65%	46
2016 Q3	$1.33M	Buy	41,336 +11,596	+39%	+$372K	0.43%	61
2016 Q2	$913K	Buy	29,740 +904	+3%	+$27.8K	0.33%	67
2016 Q1	$859K	Buy	28,836 +5,512	+24%	+$164K	0.35%	57
2015 Q4	$694K	Buy	23,324 +1,712	+8%	+$50.9K	0.29%	66
2015 Q3	$605K	Sell	21,612 -1,900	-8%	-$53.2K	0.27%	65
2015 Q2	$710K	Sell	23,512 -2,460	-9%	-$74.3K	0.31%	63
2015 Q1	$788K	Buy	25,972 +16,296	+168%	+$494K	0.37%	60
2014 Q4	$299K	Buy	+9,676	New	+$299K	0.15%	74