ATPW
ILCB icon

Ashton Thomas Private Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ashton Thomas Private Wealth’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 		$165K Buy
+1,840
New +$173K ﹤0.01% 1085
2024
Q3 		– Sell
-1,840
Closed -$138K – 1205
2024
Q2 		$138K Buy
+1,840
New +$133K 0.01% 674

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ashton Thomas Private Wealth's ILCB Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 1,840 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in ILCB as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in ILCB in Q2 2024 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Ashton Thomas Private Wealth held 1,840 shares of iShares Morningstar US Equity ETF worth $165K as of Q1 2026.
  • iShares Morningstar US Equity ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1085 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.