Choate Investment Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Choate Investment 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	$595K	Hold	5,739	–	–	0.01%	301
2026 Q1	$516K	Hold	5,739	–	–	0.01%	298
2025 Q4	$542K	Hold	5,739	–	–	0.01%	296
2025 Q3	$530K	Hold	5,739	–	–	0.01%	279
2025 Q2	$492K	Hold	5,739	–	–	0.01%	272
2025 Q1	$443K	Hold	5,739	–	–	0.01%	273
2024 Q4	$466K	Hold	5,739	–	–	0.01%	278
2024 Q3	$455K	Hold	5,739	–	–	0.01%	270
2024 Q2	$431K	Hold	5,739	–	–	0.01%	265
2024 Q1	$416K	Buy	+5,739	New	+$395K	0.01%	287

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

Choate Investment Advisors's ILCB Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 5,739 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #301.

Choate Investment Advisors first reported a position in ILCB in Q1 2024 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Choate Investment Advisors held 5,739 shares of iShares Morningstar US Equity ETF worth $595K as of Q2 2026.
Choate Investment Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #301 holding.
Choate Investment Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2024 and has held it in 10 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.