Chicago Partners Investment Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Chicago Partners Investment Group’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	$688K	Buy	6,723 +1,900	+39%	+$191K	0.01%	822
2026 Q1	$475K	Hold	4,823	–	–	0.01%	918
2025 Q4	$460K	Hold	4,823	–	–	0.01%	819
2025 Q3	$460K	Hold	4,823	–	–	0.01%	750
2025 Q2	$424K	Hold	4,823	–	–	0.01%	670
2025 Q1	$375K	Hold	4,823	–	–	0.01%	610
2024 Q4	$394K	Hold	4,823	–	–	0.01%	573
2024 Q3	$385K	Hold	4,823	–	–	0.01%	557
2024 Q2	$362K	Hold	4,823	–	–	0.01%	546
2024 Q1	$337K	Hold	4,823	–	–	0.01%	542
2023 Q4	$324K	Hold	4,823	–	–	0.02%	526
2023 Q3	$279K	Hold	4,823	–	–	0.02%	526
2023 Q2	$299K	Hold	4,823	–	–	0.02%	534
2023 Q1	$274K	Hold	4,823	–	–	0.02%	523
2022 Q4	$276K	Hold	4,823	–	–	0.02%	498
2022 Q3	$252K	Hold	4,823	–	–	0.02%	476
2022 Q2	$274K	Hold	4,823	–	–	0.02%	464
2022 Q1	$260K	Buy	4,823 +15	+0.3%	+$929	0.02%	447
2021 Q4	$294K	Buy	4,808 +17	+0.4%	+$1.1K	0.02%	442
2021 Q3	$314K	Buy	4,791 +17	+0.4%	+$1.06K	0.02%	429
2021 Q2	$298K	Sell	4,774 -14,270	-75%	-$842K	0.02%	426
2021 Q1	$282K	Buy	19,044 +14,296	+301%	+$786K	0.02%	413
2020 Q4	$262K	Buy	4,748 +16	+0.3%	+$819	0.02%	391
2020 Q3	$230K	Buy	4,732 +16	+0.3%	+$763	0.03%	365
2020 Q2	$217K	Buy	+4,716	New	+$195K	0.03%	354

Other funds holding ILCB

ETC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chicago Partners Investment Group's ILCB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Morningstar US Equity ETF (ILCB) stake by 39% in Q2 2026, buying an estimated $191K and bringing the position to 6,723 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #822.

Chicago Partners Investment Group first reported a position in ILCB in Q2 2020 and has held it in 25 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Chicago Partners Investment Group held 6,723 shares of iShares Morningstar US Equity ETF worth $688K as of Q2 2026.
Chicago Partners Investment Group bought 1,900 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $191K.
iShares Morningstar US Equity ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #822 holding.
Chicago Partners Investment Group first reported a position in iShares Morningstar US Equity ETF in Q2 2020 and has held it in 25 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.