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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return