Center for Wealth Management Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Center for Wealth Management Advisory’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	$8.4M	Buy	93,439 +973	+1%	+$91.4K	6.05%	3
2025 Q4	$8.73M	Buy	+92,466	New	+$8.66M	6.43%	3

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Center for Wealth Management Advisory's ILCB Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its iShares Morningstar US Equity ETF (ILCB) stake by 1.1% in Q1 2026, buying an estimated $91.4K and bringing the position to 93,439 shares worth $8.4M. The position accounts for 6.05% of the portfolio, ranked #3.

Center for Wealth Management Advisory first reported a position in ILCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.73M in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Center for Wealth Management Advisory held 93,439 shares of iShares Morningstar US Equity ETF worth $8.4M as of Q1 2026.
Center for Wealth Management Advisory bought 973 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $91.4K.
iShares Morningstar US Equity ETF made up 6.05% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #3 holding.
Center for Wealth Management Advisory first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 2 quarters since.
Center for Wealth Management Advisory's iShares Morningstar US Equity ETF position peaked at $8.73M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.