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

Cedar Mountain 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	$32.4K	Hold	313	–	–	0.01%	244
2026 Q1	$28.1K	Hold	313	–	–	0.01%	230
2025 Q4	$29.5K	Hold	313	–	–	0.01%	153
2025 Q3	$28.9K	Hold	313	–	–	0.01%	152
2025 Q2	$26.8K	Hold	313	–	–	0.01%	136
2025 Q1	$24.2K	Hold	313	–	–	0.01%	139
2024 Q4	$25.4K	Hold	313	–	–	0.01%	138
2024 Q3	$24.8K	Sell	313 -33	-10%	-$2.52K	0.01%	137
2024 Q2	$26K	Hold	346	–	–	0.01%	118
2024 Q1	$25.1K	Hold	346	–	–	0.01%	123
2023 Q4	$22.8K	Hold	346	–	–	0.01%	121
2023 Q3	$20.4K	Hold	346	–	–	0.01%	117
2023 Q2	$21.1K	Hold	346	–	–	0.01%	118
2023 Q1	$19.5K	Hold	346	–	–	0.01%	116
2022 Q4	$18.2K	Hold	346	–	–	0.01%	114
2022 Q3	$17K	Buy	346 +42	+14%	+$2.31K	0.01%	120
2022 Q2	$16K	Hold	304	–	–	0.01%	128
2022 Q1	$19K	Hold	304	–	–	0.01%	130
2021 Q4	$20K	Hold	304	–	–	0.01%	127
2021 Q3	$18K	Hold	304	–	–	0.01%	128
2021 Q2	$18K	Hold	304	–	–	0.01%	122
2021 Q1	$17K	Hold	304	–	–	0.01%	135
2020 Q4	$16K	Hold	304	–	–	0.01%	140
2020 Q3	$15K	Hold	304	–	–	0.01%	128
2020 Q2	$13K	Sell	304 -28	-8%	-$1.16K	0.01%	129
2020 Q1	$12K	Hold	332	–	–	0.01%	118
2019 Q4	$15K	Buy	+332	New	+$14.6K	0.01%	124

Other funds holding ILCB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Cedar Mountain Advisors's ILCB Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 313 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #244.

Cedar Mountain Advisors first reported a position in ILCB in Q4 2019 and has held it in 27 quarters since. 32 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Cedar Mountain Advisors held 313 shares of iShares Morningstar US Equity ETF worth $32.4K as of Q2 2026.
Cedar Mountain Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #244 holding.
Cedar Mountain Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and has held it in 27 quarters since.
32 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.