Commonwealth Financial Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Commonwealth Financial Services’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	$4.8M	Buy	46,297 +2,042	+5%	+$205K	0.64%	31
2026 Q1	$3.98M	Buy	44,255 +1,113	+3%	+$105K	0.63%	35
2025 Q4	$4.07M	Buy	43,142 +1,652	+4%	+$155K	0.67%	37
2025 Q3	$3.83M	Buy	41,490 +25,134	+154%	+$2.24M	0.66%	37
2025 Q2	$1.4M	Buy	16,356 +1,709	+12%	+$135K	0.27%	61
2025 Q1	$1.13M	Buy	14,647 +2,714	+23%	+$221K	0.23%	69
2024 Q4	$969K	Buy	11,933 +1,836	+18%	+$150K	0.19%	68
2024 Q3	$793K	Buy	10,097 +1,348	+15%	+$103K	0.16%	77
2024 Q2	$671K	Buy	+8,749	New	+$633K	0.14%	86

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

Commonwealth Financial Services's ILCB Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares Morningstar US Equity ETF (ILCB) stake by 4.6% in Q2 2026, buying an estimated $205K and bringing the position to 46,297 shares worth $4.8M. The position accounts for 0.64% of the portfolio, ranked #31.

Commonwealth Financial Services first reported a position in ILCB in Q2 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Commonwealth Financial Services held 46,297 shares of iShares Morningstar US Equity ETF worth $4.8M as of Q2 2026.
Commonwealth Financial Services bought 2,042 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $205K.
iShares Morningstar US Equity ETF made up 0.64% of Commonwealth Financial Services's portfolio in Q2 2026, its #31 holding.
Commonwealth Financial Services first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.