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Harvest Investment Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Harvest Investment Services’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
2025
Q1 		– Sell
-2,471
Closed -$201K – 314
2024
Q4 		$201K Buy
+2,471
New +$202K 0.05% 273

Other funds holding ILCB

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Investment Services's ILCB Position: Q1 2025 in Review

Harvest Investment Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2025, closing a stake of 2,471 shares — an estimated $201K sold.

Harvest Investment Services first reported a position in ILCB in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q1 2025.

  • Harvest Investment Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 2,471 iShares Morningstar US Equity ETF shares in Q1 2025, an estimated $201K.
  • Harvest Investment Services first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's iShares Morningstar US Equity ETF position peaked at $201K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.