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

Basepoint 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 		$152K Buy
1,689
+5
+0.3% +$470 0.09% 119
2025
Q4 		$159K Buy
+1,684
New +$158K 0.1% 112

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

Basepoint Wealth's ILCB Position: Q1 2026 in Review

Basepoint Wealth increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.3% in Q1 2026, buying an estimated $470 and bringing the position to 1,689 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #119.

Basepoint Wealth first reported a position in ILCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $159K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Basepoint Wealth held 1,689 shares of iShares Morningstar US Equity ETF worth $152K as of Q1 2026.
  • Basepoint Wealth bought 5 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $470.
  • iShares Morningstar US Equity ETF made up 0.09% of Basepoint Wealth's portfolio in Q1 2026, its #119 holding.
  • Basepoint Wealth first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's iShares Morningstar US Equity ETF position peaked at $159K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.