GG
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GenWealth Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

GenWealth Group’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
Q2 		– Sell
-3,515
Closed -$221K – 60
2022
Q1 		$221K Hold
3,515
– – 0.06% 65
2021
Q4 		$233K Sell
3,515
-1,562
-31% -$101K 0.06% 61
2021
Q3 		$308K Sell
5,077
-1,205
-19% -$75.2K 0.09% 52
2021
Q2 		$381K Sell
6,282
-2,890
-32% -$170K 0.11% 48
2021
Q1 		$514K Sell
9,172
-1,220
-12% -$67.1K 0.16% 42
2020
Q4 		$563K Sell
10,392
-1,112
-10% -$56.9K 0.19% 39
2020
Q3 		$569K Sell
11,504
-800
-7% -$38.1K 0.21% 38
2020
Q2 		$540K Hold
12,304
– – 0.21% 40
2020
Q1 		$450K Sell
12,304
-1,032
-8% -$45.2K 0.2% 33
2019
Q4 		$615K Hold
13,336
– – 0.24% 43
2019
Q3 		$559K Sell
13,336
-120
-0.9% -$4.99K 0.23% 43
2019
Q2 		$560K Hold
13,456
– – 0.24% 41
2019
Q1 		$544K Buy
13,456
+1,640
+14% +$63K 0.25% 37
2018
Q4 		$421K Hold
11,816
– – 0.21% 38
2018
Q3 		$501K Sell
11,816
-308
-3% -$12.6K 0.23% 36
2018
Q2 		$466K Hold
12,124
– – 0.23% 36
2018
Q1 		$464K Hold
12,124
– – 0.24% 35
2017
Q4 		$504K Hold
12,124
– – 0.25% 36
2017
Q3 		$456K Buy
12,124
+456
+4% +$17K 0.27% 33
2017
Q2 		$426K Buy
+11,668
New +$422K 0.29% 32

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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenWealth Group's ILCB Position: Q2 2022 in Review

GenWealth Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2022, closing a stake of 3,515 shares — an estimated $221K sold.

GenWealth Group first reported a position in ILCB in Q2 2017 and held it in 20 quarters. The position peaked at $615K in Q4 2019. 124 funds tracked by Wall St. Rank hold ILCB as of Q2 2022.

  • GenWealth Group reported no remaining iShares Morningstar US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • GenWealth Group sold 3,515 iShares Morningstar US Equity ETF shares in Q2 2022, an estimated $221K.
  • GenWealth Group first reported a position in iShares Morningstar US Equity ETF in Q2 2017 and held it in 20 quarters.
  • GenWealth Group's iShares Morningstar US Equity ETF position peaked at $615K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2022.

Based on GenWealth Group's 13F filing for Q2 2022, filed 28 Jul 2022.