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

Ballew 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
2018
Q4 		– Sell
-932
Closed -$36K – 264
2018
Q3 		$36K Hold
932
– – 0.03% 187
2018
Q2 		$36K Hold
932
– – 0.04% 185
2018
Q1 		$36K Buy
+932
New +$37.3K 0.03% 186

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ballew Advisors's ILCB Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 932 shares — an estimated $36K sold.

Ballew Advisors first reported a position in ILCB in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

  • Ballew Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 932 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $36K.
  • Ballew Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares Morningstar US Equity ETF position peaked at $36K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.