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

Aptus Capital 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	$38.9K	Buy	375 +1	+0.3%	+$100	﹤0.01%	1417
2026 Q1	$33.6K	Hold	374	–	–	﹤0.01%	1325
2025 Q4	$35.3K	Buy	374 +2	+0.5%	+$187	﹤0.01%	1338
2025 Q3	$34.4K	Buy	372 +1	+0.3%	+$89	﹤0.01%	1284
2025 Q2	$31.9K	Buy	371 +1	+0.3%	+$79	﹤0.01%	1227
2025 Q1	$28.6K	Hold	370	–	–	﹤0.01%	1169
2024 Q4	$30K	Buy	+370	New	+$30.2K	﹤0.01%	1160

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

Aptus Capital Advisors's ILCB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.27% in Q2 2026, buying an estimated $100 and bringing the position to 375 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Aptus Capital Advisors first reported a position in ILCB in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Aptus Capital Advisors held 375 shares of iShares Morningstar US Equity ETF worth $38.9K as of Q2 2026.
Aptus Capital Advisors bought 1 iShares Morningstar US Equity ETF share in Q2 2026, an estimated $100.
iShares Morningstar US Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1417 holding.
Aptus Capital Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.