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Dixon Hughes Goodman Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$12K Hold
184
– – ﹤0.01% 500
2021
Q4 		$12K Buy
+184
New +$11.9K ﹤0.01% 434

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ILCB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q1 2022 at 184 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Dixon Hughes Goodman Wealth Advisors first reported a position in ILCB in Q4 2021 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold ILCB as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 184 shares of iShares Morningstar US Equity ETF worth $12K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q1 2022.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #500 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.