Cornerstone Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $339K | Hold |
3,273
| – | – | 0.01% | 574 |
|
|
2026
Q1 | $294K | Buy |
3,273
+3
| +0.1% | +$282 | 0.01% | 583 |
|
|
2025
Q4 | $309K | Hold |
3,270
| – | – | 0.02% | 537 |
|
|
2025
Q3 | $302K | Hold |
3,270
| – | – | 0.02% | 526 |
|
|
2025
Q2 | $281K | Hold |
3,270
| – | – | 0.02% | 529 |
|
|
2025
Q1 | $253K | Buy |
3,270
+1
| +0% | +$81 | 0.02% | 516 |
|
|
2024
Q4 | $265K | Sell |
3,269
-72
| -2% | -$5.88K | 0.02% | 491 |
|
|
2024
Q3 | $265K | Hold |
3,341
| – | – | 0.02% | 481 |
|
|
2024
Q2 | $251K | Buy |
3,341
+1
| +0% | +$72 | 0.02% | 469 |
|
|
2024
Q1 | $242K | Hold |
3,340
| – | – | 0.02% | 477 |
|
|
2023
Q4 | $220K | Buy |
+3,340
| New | +$205K | 0.02% | 483 |
|
|
2023
Q3 | – | Sell |
-3,339
| Closed | -$204K | – | 533 |
|
|
2023
Q2 | $204K | Buy |
+3,339
| New | +$193K | 0.02% | 485 |
|
|
2022
Q3 | $373K | Buy |
7,562
+1
| +0% | +$55 | 0.04% | 311 |
|
|
2022
Q2 | $393K | Sell |
7,561
-124
| -2% | -$7.02K | 0.04% | 305 |
|
|
2022
Q1 | $483K | Sell |
7,685
-663
| -8% | -$41K | 0.05% | 279 |
|
|
2021
Q4 | $554K | Sell |
8,348
-147
| -2% | -$9.5K | 0.05% | 268 |
|
|
2021
Q3 | $516K | Sell |
8,495
-82
| -1% | -$5.12K | 0.05% | 269 |
|
|
2021
Q2 | $521K | Sell |
8,577
-1,111
| -11% | -$65.5K | 0.05% | 275 |
|
|
2021
Q1 | $543K | Sell |
9,688
-56
| -0.6% | -$3.08K | 0.06% | 259 |
|
|
2020
Q4 | $528K | Sell |
9,744
-120
| -1% | -$6.14K | 0.07% | 238 |
|
|
2020
Q3 | $481K | Sell |
9,864
-2,016
| -17% | -$96.1K | 0.07% | 224 |
|
|
2020
Q2 | $518K | Sell |
11,880
-868
| -7% | -$35.9K | 0.08% | 209 |
|
|
2020
Q1 | $467K | Sell |
12,748
-1,804
| -12% | -$79K | 0.09% | 205 |
|
|
2019
Q4 | $671K | Sell |
14,552
-81,828
| -85% | -$3.59M | 0.11% | 174 |
|
|
2019
Q3 | $4.05M | Sell |
96,380
-1,492
| -2% | -$62K | 0.71% | 28 |
|
|
2019
Q2 | $4.03M | Sell |
97,872
-808
| -0.8% | -$33K | 0.72% | 28 |
|
|
2019
Q1 | $8.88M | Buy |
98,680
+1,868
| +2% | +$71.7K | 1.08% | 16 |
|
|
2018
Q4 | $3.46M | Buy |
+96,812
| New | +$3.78M | 0.74% | 26 |
|
|
2018
Q1 | $7.4M | Buy |
196,636
+13,148
| +7% | +$527K | 1.41% | 15 |
|
|
2017
Q4 | $7.44M | Sell |
183,488
-5,700
| -3% | -$222K | 1.4% | 14 |
|
|
2017
Q3 | $7.17M | Buy |
189,188
+664
| +0.4% | +$24.7K | 1.49% | 11 |
|
|
2017
Q2 | $6.9M | Buy |
188,524
+9,848
| +6% | +$356K | 1.55% | 11 |
|
|
2017
Q1 | $6.33M | Buy |
178,676
+4,880
| +3% | +$169K | 1.57% | 12 |
|
|
2016
Q4 | $5.79M | Buy |
173,796
+16,544
| +11% | +$537K | 1.86% | 13 |
|
|
2016
Q3 | $5.01M | Buy |
+157,252
| New | +$5.02M | 1.85% | 15 |
|
Other funds holding ILCB
ETC
Cornerstone Wealth Management's ILCB Position: Q2 2026 in Review
Cornerstone Wealth Management held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 3,273 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #574.
Cornerstone Wealth Management first reported a position in ILCB in Q3 2016 and has held it in 35 quarters since. The position peaked at $8.88M in Q1 2019. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.
- Cornerstone Wealth Management held 3,273 shares of iShares Morningstar US Equity ETF worth $339K as of Q2 2026.
- Cornerstone Wealth Management left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
- iShares Morningstar US Equity ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #574 holding.
- Cornerstone Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q3 2016 and has held it in 35 quarters since.
- Cornerstone Wealth Management's iShares Morningstar US Equity ETF position peaked at $8.88M in Q1 2019.
- 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.