Archer Investment Corporation’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Archer Investment Corporation’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
2025 Q4	–	Sell	-316	Closed	-$29.2K	–	1192
2025 Q3	$29.2K	Hold	316	–	–	0.01%	560
2025 Q2	$27.1K	Hold	316	–	–	0.01%	556
2025 Q1	$24.4K	Hold	316	–	–	0.01%	555
2024 Q4	$25.6K	Hold	316	–	–	0.01%	539
2024 Q3	$25K	Hold	316	–	–	0.01%	541
2024 Q2	$23.8K	Hold	316	–	–	0.01%	523
2024 Q1	$22.9K	Hold	316	–	–	0.01%	519
2023 Q4	$20.8K	Hold	316	–	–	0.01%	526
2023 Q3	$18.6K	Hold	316	–	–	0.01%	520
2023 Q2	$19.3K	Hold	316	–	–	0.01%	519
2023 Q1	$17.8K	Hold	316	–	–	0.01%	503
2022 Q4	$16.6K	Hold	316	–	–	0.01%	492
2022 Q3	$15.6K	Hold	316	–	–	0.01%	484
2022 Q2	$16.4K	Hold	316	–	–	0.01%	478
2022 Q1	$19.3K	Hold	316	–	–	0.01%	481
2021 Q4	$21K	Hold	316	–	–	0.01%	478
2021 Q3	$19.2K	Buy	+316	New	+$19.7K	0.01%	471
2021 Q2	–	Sell	-496	Closed	-$27.8K	–	610
2021 Q1	$27.8K	Hold	496	–	–	0.01%	422
2020 Q4	$26.9K	Hold	496	–	–	0.01%	388
2020 Q3	$24.2K	Hold	496	–	–	0.01%	343
2020 Q2	$21.6K	Hold	496	–	–	0.01%	343
2020 Q1	$18K	Hold	496	–	–	0.01%	360
2019 Q4	$23K	Buy	+496	New	+$21.7K	0.01%	382

Other funds holding ILCB

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Archer Investment Corporation's ILCB Position: Q4 2025 in Review

Archer Investment Corporation sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 316 shares — an estimated $29.2K sold.

Archer Investment Corporation first reported a position in ILCB in Q4 2019 and held it in 23 quarters. The position peaked at $29.2K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

Archer Investment Corporation reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
Archer Investment Corporation sold 316 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $29.2K.
Archer Investment Corporation first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 23 quarters.
Archer Investment Corporation's iShares Morningstar US Equity ETF position peaked at $29.2K in Q3 2025.
180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Archer Investment Corporation's 13F filing for Q4 2025, filed 30 Jan 2026.