Center for Wealth Management Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
Other funds holding ILCB
ETC
Center for Wealth Management Advisory's ILCB Position: Q2 2026 in Review
Center for Wealth Management Advisory increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.38% in Q2 2026, buying an estimated $35.2K and bringing the position to 93,790 shares worth $9.72M. The position accounts for 6.1% of the portfolio, ranked #4.
Center for Wealth Management Advisory first reported a position in ILCB in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.
- Center for Wealth Management Advisory held 93,790 shares of iShares Morningstar US Equity ETF worth $9.72M as of Q2 2026.
- Center for Wealth Management Advisory bought 351 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $35.2K.
- iShares Morningstar US Equity ETF made up 6.1% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #4 holding.
- Center for Wealth Management Advisory first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 3 quarters since.
- 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.