HCR Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

HCR Wealth Advisors’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	$263K	Hold	2,536	–	–	0.02%	223
2026 Q1	$228K	Hold	2,536	–	–	0.02%	222
2025 Q4	$239K	Hold	2,536	–	–	0.02%	223
2025 Q3	$235K	Hold	2,536	–	–	0.02%	214
2025 Q2	$218K	Buy	+2,536	New	+$201K	0.03%	217
2025 Q1	–	Sell	-2,536	Closed	-$206K	–	233
2024 Q4	$206K	Hold	2,536	–	–	0.03%	222
2024 Q3	$201K	Buy	+2,536	New	+$194K	0.03%	222

Other funds holding ILCB

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return