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

Ancora 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
2026 Q1	$12.2K	Hold	136	–	–	﹤0.01%	1724
2025 Q4	$12.8K	Hold	136	–	–	﹤0.01%	1718
2025 Q3	$12.6K	Hold	136	–	–	﹤0.01%	1346
2025 Q2	$11.7K	Hold	136	–	–	﹤0.01%	1343
2025 Q1	$10.5K	Hold	136	–	–	﹤0.01%	1312
2024 Q4	$11K	Hold	136	–	–	﹤0.01%	1317
2024 Q3	$10.8K	Hold	136	–	–	﹤0.01%	1304
2024 Q2	$10.2K	Hold	136	–	–	﹤0.01%	1299
2024 Q1	$9.86K	Hold	136	–	–	﹤0.01%	1321
2023 Q4	$8.94K	Hold	136	–	–	﹤0.01%	1320
2023 Q3	$8.01K	Hold	136	–	–	﹤0.01%	1325
2023 Q2	$8.31K	Hold	136	–	–	﹤0.01%	1313
2023 Q1	$7.67K	Hold	136	–	–	﹤0.01%	1331
2022 Q4	$7K	Hold	136	–	–	﹤0.01%	1417
2022 Q3	$7K	Hold	136	–	–	﹤0.01%	1574
2022 Q2	$7K	Hold	136	–	–	﹤0.01%	1690
2022 Q1	$9K	Hold	136	–	–	﹤0.01%	1768
2021 Q4	$9K	Hold	136	–	–	﹤0.01%	1839
2021 Q3	$8K	Hold	136	–	–	﹤0.01%	1762
2021 Q2	$8K	Hold	136	–	–	﹤0.01%	1581
2021 Q1	$8K	Hold	136	–	–	﹤0.01%	1488
2020 Q4	$7K	Hold	136	–	–	﹤0.01%	1256
2020 Q3	$7K	Hold	136	–	–	﹤0.01%	1195
2020 Q2	$6K	Sell	136 -1,208	-90%	-$49.9K	﹤0.01%	1174
2020 Q1	$49K	Buy	+1,344	New	+$58.8K	﹤0.01%	885

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors's ILCB Position: Q1 2026 in Review

Ancora Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q1 2026 at 136 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Ancora Advisors first reported a position in ILCB in Q1 2020 and has held it in 25 quarters since. The position peaked at $49K in Q1 2020. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Ancora Advisors held 136 shares of iShares Morningstar US Equity ETF worth $12.2K as of Q1 2026.
Ancora Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q1 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1724 holding.
Ancora Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and has held it in 25 quarters since.
Ancora Advisors's iShares Morningstar US Equity ETF position peaked at $49K in Q1 2020.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.