Windsor 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
2023
Q3
$210K Hold
2023
Q2
$216K Hold
2023
Q1
$208K Hold
2022
Q4
$210K Buy
2022
Q2
Sell
2022
Q1
$224K Hold
2021
Q4
$229K Hold
2021
Q3
$209K Hold
2021
Q2
$209K Buy