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

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

HCR Wealth Advisors's ILCB Position: Q2 2026 in Review

HCR Wealth Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,536 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #223.

HCR Wealth Advisors first reported a position in ILCB in Q3 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

HCR Wealth Advisors held 2,536 shares of iShares Morningstar US Equity ETF worth $263K as of Q2 2026.
HCR Wealth Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #223 holding.
HCR Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.