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 Q2	–	Sell	-24,556	Closed	-$2.21M	–	72
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 $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elevation Capital Advisory's ILCB Position: Q2 2026 in Review

Elevation Capital Advisory sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2026, closing a stake of 24,556 shares — an estimated $2.21M sold.

Elevation Capital Advisory first reported a position in ILCB in Q1 2025 and held it in 3 quarters. The position peaked at $7.05M in Q2 2025. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Elevation Capital Advisory reported no remaining iShares Morningstar US Equity ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 24,556 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $2.21M.
Elevation Capital Advisory first reported a position in iShares Morningstar US Equity ETF in Q1 2025 and held it in 3 quarters.
Elevation Capital Advisory's iShares Morningstar US Equity ETF position peaked at $7.05M in Q2 2025.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.