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

Diversify 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 Q1	$283K	Buy	+2,880	New	+$271K	0.01%	983

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversify Wealth Management's ILCB Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 2,880 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #983 among its holdings.

181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Diversify Wealth Management held 2,880 shares of iShares Morningstar US Equity ETF worth $283K as of Q1 2026.
iShares Morningstar US Equity ETF was a new Diversify Wealth Management position in Q1 2026.
iShares Morningstar US Equity ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #983 holding.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.