Elevation Capital Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Elevation Capital Advisory’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	$2.21M	Buy	+24,556	New	+$2.31M	0.94%	36
2025 Q3	–	Sell	-82,157	Closed	-$7.05M	–	67
2025 Q2	$7.05M	Sell	82,157 -5,893	-7%	-$466K	2.82%	16
2025 Q1	$6.8M	Buy	+88,050	New	+$7.17M	2.97%	15

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

Elevation Capital Advisory's ILCB Position: Q1 2026 in Review

Elevation Capital Advisory opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 24,556 shares worth $2.21M. The stake represents 0.94% of the portfolio and ranks #36 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in ILCB as recently as Q2 2025.

Elevation Capital Advisory first reported a position in ILCB in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.05M in Q2 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Elevation Capital Advisory held 24,556 shares of iShares Morningstar US Equity ETF worth $2.21M as of Q1 2026.
iShares Morningstar US Equity ETF was a new Elevation Capital Advisory position in Q1 2026.
iShares Morningstar US Equity ETF made up 0.94% of Elevation Capital Advisory's portfolio in Q1 2026, its #36 holding.
Elevation Capital Advisory first reported a position in iShares Morningstar US Equity ETF in Q1 2025 and has held it in 3 quarters since.
Elevation Capital Advisory's iShares Morningstar US Equity ETF position peaked at $7.05M in Q2 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.