Cerity Partners
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Cerity Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cerity Partners’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 		$2.62M Buy
25,314
+1,750
+7% +$176K ﹤0.01% 1441
2026
Q1 		$2.12M Buy
23,564
+5,056
+27% +$475K ﹤0.01% 1461
2025
Q4 		$1.75M Sell
18,508
-1,126
-6% -$105K ﹤0.01% 1428
2025
Q3 		$1.81M Sell
19,634
-338
-2% -$30.1K ﹤0.01% 1340
2025
Q2 		$1.71M Buy
19,972
+14,822
+288% +$1.17M ﹤0.01% 1286
2025
Q1 		$398K Buy
5,150
+131
+3% +$10.7K ﹤0.01% 1887
2024
Q4 		$407K Buy
5,019
+67
+1% +$5.47K ﹤0.01% 1886
2024
Q3 		$392K Sell
4,952
-400
-7% -$30.5K ﹤0.01% 1908
2024
Q2 		$402K Hold
5,352
– – ﹤0.01% 1654
2024
Q1 		$388K Sell
5,352
-358
-6% -$24.7K ﹤0.01% 1726
2023
Q4 		$375K Buy
+5,710
New +$351K ﹤0.01% 1406
2023
Q3 		– Sell
-5,710
Closed -$349K – 1543
2023
Q2 		$349K Hold
5,710
– – ﹤0.01% 1330
2023
Q1 		$322K Buy
5,710
+358
+7% +$19.7K ﹤0.01% 1505
2022
Q4 		$282K Buy
5,352
+600
+13% +$31.8K ﹤0.01% 1168
2022
Q3 		$235K Hold
4,752
– – ﹤0.01% 994
2022
Q2 		$247K Sell
4,752
-1,364
-22% -$77.2K ﹤0.01% 992
2022
Q1 		$384K Hold
6,116
– – 0.01% 656
2021
Q4 		$406K Hold
6,116
– – 0.01% 656
2021
Q3 		$371K Sell
6,116
-1,072
-15% -$66.9K 0.01% 523
2021
Q2 		$437K Hold
7,188
– – 0.01% 498
2021
Q1 		$403K Hold
7,188
– – 0.01% 490
2020
Q4 		$390K Buy
+7,188
New +$368K 0.01% 458

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's ILCB Position: Q2 2026 in Review

Cerity Partners increased its iShares Morningstar US Equity ETF (ILCB) stake by 7.4% in Q2 2026, buying an estimated $176K and bringing the position to 25,314 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Cerity Partners first reported a position in ILCB in Q4 2020 and has held it in 22 quarters since. 182 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Cerity Partners held 25,314 shares of iShares Morningstar US Equity ETF worth $2.62M as of Q2 2026.
  • Cerity Partners bought 1,750 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $176K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1441 holding.
  • Cerity Partners first reported a position in iShares Morningstar US Equity ETF in Q4 2020 and has held it in 22 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.