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Cornerstone Planning Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cornerstone Planning 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
2025
Q4 		– Sell
-601
Closed -$56.6K – 1772
2025
Q3 		$56.6K Buy
+601
New +$53.5K 0.01% 312

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Planning Group's ILCB Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 601 shares — an estimated $56.6K sold.

Cornerstone Planning Group first reported a position in ILCB in Q3 2025 and held it in 1 quarter. The position peaked at $56.6K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • Cornerstone Planning Group reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 601 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $56.6K.
  • Cornerstone Planning Group first reported a position in iShares Morningstar US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's iShares Morningstar US Equity ETF position peaked at $56.6K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.