GI
ILCB icon

GAMMA Investing’s iShares Morningstar US Equity ETF ILCB Stock Holding History

GAMMA Investing’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 		$12.5K Hold
121
– – ﹤0.01% 3092
2026
Q1 		$10.9K Buy
+121
New +$11.4K ﹤0.01% 3029

Other funds holding ILCB

Wealth Enhancement Advisory Services
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
RT
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
CD
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

GAMMA Investing's ILCB Position: Q2 2026 in Review

GAMMA Investing held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 121 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

GAMMA Investing first reported a position in ILCB in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • GAMMA Investing held 121 shares of iShares Morningstar US Equity ETF worth $12.5K as of Q2 2026.
  • GAMMA Investing left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3092 holding.
  • GAMMA Investing first reported a position in iShares Morningstar US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.