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Atria Wealth Solutions’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.8M Sell
21,006
-6,577
-24% -$521K 0.04% 449
2025
Q1 		$2.13M Sell
27,583
-1,150
-4% -$93.7K 0.03% 608
2024
Q4 		$2.33M Buy
28,733
+1,574
+6% +$128K 0.03% 590
2024
Q3 		$2.15M Sell
27,159
-848
-3% -$64.8K 0.02% 608
2024
Q2 		$2.11M Buy
28,007
+685
+3% +$49.5K 0.02% 608
2024
Q1 		$1.98M Buy
27,322
+3,304
+14% +$228K 0.02% 643
2023
Q4 		$1.58M Buy
24,018
+89
+0.4% +$5.47K 0.02% 685
2023
Q3 		$1.41M Buy
23,929
+498
+2% +$30.6K 0.02% 683
2023
Q2 		$1.43M Buy
23,431
+1,130
+5% +$65.2K 0.02% 699
2023
Q1 		$1.26M Sell
22,301
-337
-1% -$18.5K 0.02% 715
2022
Q4 		$1.19M Buy
22,638
+939
+4% +$49.7K 0.02% 676
2022
Q3 		$1.07M Buy
21,699
+1,796
+9% +$98.5K 0.02% 693
2022
Q2 		$1.03M Sell
19,903
-3,984
-17% -$225K 0.02% 679
2022
Q1 		$1.5M Buy
+23,887
New +$1.48M 0.03% 573

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's ILCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Morningstar US Equity ETF (ILCB) stake by 24% in Q2 2025, selling an estimated $521K and leaving 21,006 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #449.

Atria Wealth Solutions first reported a position in ILCB in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.33M in Q4 2024. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

  • Atria Wealth Solutions held 21,006 shares of iShares Morningstar US Equity ETF worth $1.8M as of Q2 2025.
  • Atria Wealth Solutions sold 6,577 iShares Morningstar US Equity ETF shares in Q2 2025, an estimated $521K.
  • iShares Morningstar US Equity ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #449 holding.
  • Atria Wealth Solutions first reported a position in iShares Morningstar US Equity ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Morningstar US Equity ETF position peaked at $2.33M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.