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

Arkadios Wealth 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	$1.51M	Buy	+16,819	New	+$1.58M	0.02%	626

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

Arkadios Wealth Advisors's ILCB Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 16,819 shares worth $1.51M. The stake represents 0.02% of the portfolio and ranks #626 among its holdings.

181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Arkadios Wealth Advisors held 16,819 shares of iShares Morningstar US Equity ETF worth $1.51M as of Q1 2026.
iShares Morningstar US Equity ETF was a new Arkadios Wealth Advisors position in Q1 2026.
iShares Morningstar US Equity ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #626 holding.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.