Diversify Advisory Services’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
$295K Buy
+2,880
New +$289K ﹤0.01% 1061
2026
Q1
Sell
-3,213
Closed -$308K 528
2025
Q4
$308K Sell
3,213
-14
-0.4% -$1.31K 0.01% 753
2025
Q3
$306K Sell
3,227
-25
-0.8% -$2.22K 0.01% 714
2025
Q2
$290K Sell
3,252
-3
-0.1% -$237 0.01% 690
2025
Q1
$250K Sell
3,255
-1,212
-27% -$98.7K 0.02% 553
2024
Q4
$360K Sell
4,467
-50
-1% -$4.08K 0.02% 441
2024
Q3
$364K Sell
4,517
-750
-14% -$57.3K 0.02% 454
2024
Q2
$404K Sell
5,267
-420
-7% -$30.4K 0.02% 420
2024
Q1
$411K Buy
+5,687
New +$392K 0.02% 470

Other funds holding ILCB

Diversify Advisory Services's ILCB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 2,880 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ILCB as recently as Q4 2025.

Diversify Advisory Services first reported a position in ILCB in Q1 2024 and has held it in 9 quarters since. The position peaked at $411K in Q1 2024. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Diversify Advisory Services held 2,880 shares of iShares Morningstar US Equity ETF worth $295K as of Q2 2026.
  • iShares Morningstar US Equity ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1061 holding.
  • Diversify Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares Morningstar US Equity ETF position peaked at $411K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.