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 Q2	–	Sell	-136	Closed	-$12.2K	–	2183
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 $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors's ILCB Position: Q2 2026 in Review

Ancora Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2026, closing a stake of 136 shares — an estimated $12.2K sold.

Ancora Advisors first reported a position in ILCB in Q1 2020 and held it in 25 quarters. The position peaked at $49K in Q1 2020. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Ancora Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 136 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $12.2K.
Ancora Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and held it in 25 quarters.
Ancora Advisors's iShares Morningstar US Equity ETF position peaked at $49K in Q1 2020.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.