Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cambridge Investment Research 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
Q2 		$2.98M Sell
28,746
-21,568
-43% -$2.16M 0.01% 1387
2026
Q1 		$4.52M Buy
50,314
+20,571
+69% +$1.93M 0.01% 1022
2025
Q4 		$2.81M Sell
29,743
-7,330
-20% -$686K 0.01% 1261
2025
Q3 		$3.43M Sell
37,073
-2,125
-5% -$189K 0.01% 1131
2025
Q2 		$3.36M Sell
39,198
-6,813
-15% -$539K 0.01% 1082
2025
Q1 		$3.56M Sell
46,011
-9,262
-17% -$754K 0.01% 985
2024
Q4 		$4.49M Sell
55,273
-18,865
-25% -$1.54M 0.02% 865
2024
Q3 		$5.87M Buy
74,138
+33,836
+84% +$2.58M 0.02% 724
2024
Q2 		$3.03M Buy
40,302
+1,237
+3% +$89.5K 0.01% 1026
2024
Q1 		$2.83M Buy
39,065
+1,069
+3% +$73.6K 0.01% 1057
2023
Q4 		$2.5M Sell
37,996
-1,986
-5% -$122K 0.01% 1055
2023
Q3 		$2.35M Sell
39,982
-5,351
-12% -$328K 0.01% 1036
2023
Q2 		$2.77M Buy
45,333
+5,616
+14% +$324K 0.01% 978
2023
Q1 		$2.24M Buy
39,717
+2,032
+5% +$112K 0.01% 1061
2022
Q4 		$1.98M Buy
37,685
+3,213
+9% +$170K 0.01% 1079
2022
Q3 		$1.7M Sell
34,472
-50,519
-59% -$2.77M 0.01% 1124
2022
Q2 		$4.42M Sell
84,991
-8,694
-9% -$492K 0.02% 637
2022
Q1 		$5.89M Buy
93,685
+78
+0.1% +$4.83K 0.03% 568
2021
Q4 		$6.22M Sell
93,607
-1,084
-1% -$70.1K 0.03% 557
2021
Q3 		$5.75M Sell
94,691
-1,258
-1% -$78.5K 0.03% 551
2021
Q2 		$5.83M Sell
95,949
-24,143
-20% -$1.42M 0.03% 549
2021
Q1 		$6.73M Buy
120,092
+34,988
+41% +$1.92M 0.04% 464
2020
Q4 		$4.61M Buy
85,104
+2,788
+3% +$143K 0.03% 553
2020
Q3 		$4.01M Sell
82,316
-6,184
-7% -$295K 0.03% 534
2020
Q2 		$3.86M Sell
88,500
-10,440
-11% -$431K 0.03% 523
2020
Q1 		$3.63M Sell
98,940
-5,508
-5% -$241K 0.03% 469
2019
Q4 		$4.82M Buy
104,448
+1,092
+1% +$47.9K 0.04% 480
2019
Q3 		$4.34M Sell
103,356
-452
-0.4% -$18.8K 0.04% 475
2019
Q2 		$4.29M Buy
103,808
+616
+0.6% +$25.2K 0.04% 448
2019
Q1 		$4.13M Buy
103,192
+9,808
+11% +$377K 0.04% 434
2018
Q4 		$3.33M Buy
93,384
+3,700
+4% +$144K 0.04% 458
2018
Q3 		$3.77M Buy
89,684
+4,624
+5% +$189K 0.04% 460
2018
Q2 		$3.27M Buy
85,060
+3,412
+4% +$133K 0.03% 473
2018
Q1 		$3.13M Buy
81,648
+6,900
+9% +$276K 0.04% 474
2017
Q4 		$2.97M Buy
74,748
+48,568
+186% +$1.89M 0.03% 452
2017
Q3 		$986K Buy
26,180
+9,424
+56% +$351K 0.01% 851
2017
Q2 		$613K Sell
16,756
-2,204
-12% -$79.7K 0.01% 1068
2017
Q1 		$672K Buy
18,960
+896
+5% +$31.1K 0.01% 929
2016
Q4 		$599K Sell
18,064
-3,512
-16% -$114K 0.01% 927
2016
Q3 		$692K Buy
21,576
+1,288
+6% +$41.1K 0.01% 857
2016
Q2 		$623K Sell
20,288
-572
-3% -$17.3K 0.01% 830
2016
Q1 		$621K Sell
20,860
-300
-1% -$8.53K 0.01% 780
2015
Q4 		$630K Buy
21,160
+696
+3% +$20.8K 0.01% 753
2015
Q3 		$572K Sell
20,464
-63,328
-76% -$1.88M 0.02% 696
2015
Q2 		$2.53M Sell
83,792
-12,760
-13% -$394K 0.07% 270
2015
Q1 		$2.93M Buy
96,552
+3,920
+4% +$120K 0.08% 239
2014
Q4 		$2.86M Buy
92,632
+29,508
+47% +$885K 0.09% 219
2014
Q3 		$1.82M Buy
63,124
+50,640
+406% +$1.46M 0.05% 344
2014
Q2 		$355K Buy
12,484
+1,252
+11% +$34.9K 0.01% 925
2014
Q1 		$311K Buy
11,232
+1,820
+19% +$48.8K 0.01% 944
2013
Q4 		$254K Sell
9,412
-1,028
-10% -$26.8K 0.01% 959
2013
Q3 		$259K Hold
10,440
– – 0.01% 917
2013
Q2 		$251K Buy
+10,440
New +$250K 0.01% 837

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Cambridge Investment Research Advisors's ILCB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Morningstar US Equity ETF (ILCB) stake by 43% in Q2 2026, selling an estimated $2.16M and leaving 28,746 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #1387.

Cambridge Investment Research Advisors first reported a position in ILCB in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.73M in Q1 2021. 73 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Cambridge Investment Research Advisors held 28,746 shares of iShares Morningstar US Equity ETF worth $2.98M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 21,568 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $2.16M.
  • iShares Morningstar US Equity ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1387 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar US Equity ETF position peaked at $6.73M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.