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

Empirical 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 Q2	$233K	Hold	2,250	–	–	﹤0.01%	967
2026 Q1	$202K	Hold	2,250	–	–	﹤0.01%	945
2025 Q4	$212K	Hold	2,250	–	–	﹤0.01%	842
2025 Q3	$208K	Buy	+2,250	New	+$200K	﹤0.01%	747
2019 Q1	–	Sell	-6,400	Closed	-$228K	–	242
2018 Q4	$228K	Hold	6,400	–	–	0.04%	177
2018 Q3	$269K	Hold	6,400	–	–	0.05%	173
2018 Q2	$246K	Hold	6,400	–	–	0.05%	165
2018 Q1	$245K	Buy	+6,400	New	+$256K	0.05%	149

Other funds holding ILCB

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Empirical Wealth Management's ILCB Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,250 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Empirical Wealth Management first reported a position in ILCB in Q1 2018 and has held it in 8 quarters since. The position peaked at $269K in Q3 2018. 33 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Empirical Wealth Management held 2,250 shares of iShares Morningstar US Equity ETF worth $233K as of Q2 2026.
Empirical Wealth Management left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #967 holding.
Empirical Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q1 2018 and has held it in 8 quarters since.
Empirical Wealth Management's iShares Morningstar US Equity ETF position peaked at $269K in Q3 2018.
33 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.