AF
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Allworth Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Allworth Financial’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
2026
Q1 		$153K Buy
1,705
+4
+0.2% +$376 ﹤0.01% 1569
2025
Q4 		$161K Buy
1,701
+5
+0.3% +$468 ﹤0.01% 1464
2025
Q3 		$157K Buy
1,696
+270
+19% +$24K ﹤0.01% 1430
2025
Q2 		$122K Buy
+1,426
New +$113K ﹤0.01% 1428
2020
Q2 		– Sell
-644
Closed -$24K – 1273
2020
Q1 		$24K Hold
644
– – ﹤0.01% 530
2019
Q4 		$30K Hold
644
– – ﹤0.01% 447
2019
Q3 		$27K Hold
644
– – ﹤0.01% 411
2019
Q2 		$27K Hold
644
– – ﹤0.01% 407
2019
Q1 		$26K Buy
+644
New +$24.7K ﹤0.01% 415

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EH
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WA
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Osaic Holdings
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