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AdvisorShares Investments’s iShares Morningstar US Equity ETF ILCB Stock Holding History

AdvisorShares Investments’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-506,111
Closed -$41.1M – 292
2024
Q4 		$41.1M Buy
506,111
+134,191
+36% +$10.9M 7.92% 4
2024
Q3 		$29.5M Buy
+371,920
New +$28.4M 5.65% 3

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AdvisorShares Investments's ILCB Position: Q1 2025 in Review

AdvisorShares Investments sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2025, closing a stake of 506,111 shares — an estimated $41.1M sold.

AdvisorShares Investments first reported a position in ILCB in Q3 2024 and held it in 2 quarters. The position peaked at $41.1M in Q4 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q1 2025.

  • AdvisorShares Investments reported no remaining iShares Morningstar US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 506,111 iShares Morningstar US Equity ETF shares in Q1 2025, an estimated $41.1M.
  • AdvisorShares Investments first reported a position in iShares Morningstar US Equity ETF in Q3 2024 and held it in 2 quarters.
  • AdvisorShares Investments's iShares Morningstar US Equity ETF position peaked at $41.1M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2025.

Based on AdvisorShares Investments's 13F filing for Q1 2025, filed 13 May 2025.