Greykasell Wealth Strategies’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Greykasell Wealth Strategies’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	$1.08M	Buy	10,374 +3	+0%	+$301	0.39%	62
2026 Q1	$932K	Sell	10,371 -229	-2%	-$21.5K	0.38%	63
2025 Q4	$1M	Buy	10,600 +2	+0%	+$187	0.4%	64
2025 Q3	$979K	Sell	10,598 -260	-2%	-$23.1K	0.41%	62
2025 Q2	$931K	Sell	10,858 -12,497	-54%	-$989K	0.45%	56
2025 Q1	$1.8M	Sell	23,355 -3,409	-13%	-$278K	0.96%	28
2024 Q4	$2.17M	Buy	+26,764	New	+$2.18M	1.21%	28

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

Greykasell Wealth Strategies's ILCB Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.03% in Q2 2026, buying an estimated $301 and bringing the position to 10,374 shares worth $1.08M. The position accounts for 0.39% of the portfolio, ranked #62.

Greykasell Wealth Strategies first reported a position in ILCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2024. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Greykasell Wealth Strategies held 10,374 shares of iShares Morningstar US Equity ETF worth $1.08M as of Q2 2026.
Greykasell Wealth Strategies bought 3 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $301.
iShares Morningstar US Equity ETF made up 0.39% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #62 holding.
Greykasell Wealth Strategies first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's iShares Morningstar US Equity ETF position peaked at $2.17M in Q4 2024.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.