American Portfolios Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$9.88K	Hold	200	–	–	﹤0.01%	2539
2022 Q2	$10.4K	Hold	200	–	–	﹤0.01%	2555
2022 Q1	$12.6K	Hold	200	–	–	﹤0.01%	2593
2021 Q4	$13.3K	Hold	200	–	–	﹤0.01%	2510
2021 Q3	$12.1K	Hold	200	–	–	﹤0.01%	2486
2021 Q2	$12.1K	Buy	200 +68	+52%	+$4.01K	﹤0.01%	2427
2021 Q1	$7.4K	Sell	132 -880	-87%	-$48.4K	﹤0.01%	2515
2020 Q4	$54.9K	Buy	1,012 +880	+667%	+$45K	﹤0.01%	1380
2020 Q3	$6.43K	Hold	132	–	–	﹤0.01%	2168
2020 Q2	$5.76K	Buy	+132	New	+$5.45K	﹤0.01%	2185
2018 Q3	–	Sell	-3,644	Closed	-$140K	–	2450
2018 Q2	$140K	Sell	3,644 -2,428	-40%	-$94.4K	0.02%	687
2018 Q1	$233K	Buy	6,072 +5,656	+1,360%	+$227K	0.03%	452
2017 Q4	$16.5K	Buy	+416	New	+$16.2K	﹤0.01%	1392

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's ILCB Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q3 2022 at 200 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

American Portfolios Advisors first reported a position in ILCB in Q4 2017 and has held it in 13 quarters since. The position peaked at $233K in Q1 2018. 120 funds tracked by Wall St. Rank hold ILCB as of Q3 2022.

American Portfolios Advisors held 200 shares of iShares Morningstar US Equity ETF worth $9.88K as of Q3 2022.
American Portfolios Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q3 2022.
iShares Morningstar US Equity ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2539 holding.
American Portfolios Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and has held it in 13 quarters since.
American Portfolios Advisors's iShares Morningstar US Equity ETF position peaked at $233K in Q1 2018.
120 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.