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Cornerstone Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cornerstone Wealth Management’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 		$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 Sell
96,812
-28,617,892
-100% -$1.12B 0.74% 26
2018
Q3 		$47.3M Buy
28,714,704
+11,278,468
+65% +$461M 0.6% 34
2018
Q2 		$28.2M Buy
17,436,236
+17,239,600
+8,767% +$670M 0.32% 68
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
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
WFL
Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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 37 quarters since. The position peaked at $47.3M in Q3 2018. 73 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 37 quarters since.
  • Cornerstone Wealth Management's iShares Morningstar US Equity ETF position peaked at $47.3M in Q3 2018.
  • 73 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.