Westside Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Buy |
226
+1
| +0.4% | +$86 | ﹤0.01% | 692 |
|
|
2025
Q1 | $17.4K | Buy |
225
+1
| +0.4% | +$77 | ﹤0.01% | 596 |
|
|
2024
Q4 | $18.2K | Hold |
224
| – | – | ﹤0.01% | 586 |
|
|
2024
Q3 | $17.7K | Buy |
224
+1
| +0.4% | +$79 | ﹤0.01% | 597 |
|
|
2024
Q2 | $16.8K | Buy |
223
+1
| +0.5% | +$75 | ﹤0.01% | 582 |
|
|
2024
Q1 | $16.1K | Buy |
222
+1
| +0.5% | +$73 | ﹤0.01% | 556 |
|
|
2023
Q4 | $14.6K | Buy |
221
+1
| +0.5% | +$66 | ﹤0.01% | 540 |
|
|
2023
Q3 | $13K | Hold |
220
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $13.4K | Hold |
220
| – | – | ﹤0.01% | 542 |
|
|
2023
Q1 | $12.4K | Buy |
+220
| New | +$12.4K | ﹤0.01% | 547 |
|