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Great Valley Advisor Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Great Valley Advisor 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
2026
Q1 		$237K Buy
2,632
+6
+0.2% +$564 ﹤0.01% 891
2025
Q4 		$248K Buy
2,626
+8
+0.3% +$749 ﹤0.01% 834
2025
Q3 		$242K Buy
2,618
+8
+0.3% +$711 ﹤0.01% 837
2025
Q2 		$224K Buy
2,610
+7
+0.3% +$554 0.01% 836
2025
Q1 		$201K Buy
+2,603
New +$212K ﹤0.01% 840

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Valley Advisor Group's ILCB Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.23% in Q1 2026, buying an estimated $564 and bringing the position to 2,632 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Great Valley Advisor Group first reported a position in ILCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Great Valley Advisor Group held 2,632 shares of iShares Morningstar US Equity ETF worth $237K as of Q1 2026.
  • Great Valley Advisor Group bought 6 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $564.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #891 holding.
  • Great Valley Advisor Group first reported a position in iShares Morningstar US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's iShares Morningstar US Equity ETF position peaked at $248K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.