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B. Riley Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

B. Riley 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 		– Sell
-4,099
Closed -$387K – 1011
2025
Q4 		$387K Buy
4,099
+702
+21% +$65.7K 0.02% 620
2025
Q3 		$314K Buy
+3,397
New +$302K 0.01% 711
2025
Q1 		– Sell
-8,562
Closed -$695K – 1369
2024
Q4 		$695K Sell
8,562
-12
-0.1% -$979 0.02% 572
2024
Q3 		$674K Buy
+8,574
New +$655K 0.02% 628
2016
Q4 		– Sell
-13,292
Closed -$427K – 583
2016
Q3 		$427K Sell
13,292
-320
-2% -$10.2K 0.08% 301
2016
Q2 		$418K Hold
13,612
– – 0.08% 296
2016
Q1 		$405K Sell
13,612
-64
-0.5% -$1.82K 0.09% 268
2015
Q4 		$408K Sell
13,676
-12
-0.1% -$359 0.08% 287
2015
Q3 		$383K Buy
13,688
+116
+0.9% +$3.44K 0.09% 281
2015
Q2 		$411K Buy
13,572
+4,340
+47% +$134K 0.1% 254
2015
Q1 		$280K Sell
9,232
-6,340
-41% -$194K 0.07% 378
2014
Q4 		$481K Buy
15,572
+2,220
+17% +$66.6K 0.01% 961
2014
Q3 		$384K Buy
13,352
+2,020
+18% +$58.1K 0.1% 274
2014
Q2 		$323K Hold
11,332
– – 0.08% 295
2014
Q1 		$314K Buy
+11,332
New +$304K 0.09% 254

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $1.81T AUM 41.13% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

B. Riley Wealth Advisors's ILCB Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2026, closing a stake of 4,099 shares — an estimated $387K sold.

B. Riley Wealth Advisors first reported a position in ILCB in Q1 2014 and held it in 15 quarters. The position peaked at $695K in Q4 2024. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,099 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $387K.
  • B. Riley Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $695K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.