Helen Stephens Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Helen Stephens 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 Q2	$514K	Buy	4,963 +12	+0.2%	+$1.2K	0.09%	87
2026 Q1	$445K	Buy	4,951 +11	+0.2%	+$1.03K	0.09%	82
2025 Q4	$466K	Buy	4,940 +16	+0.3%	+$1.5K	0.1%	71
2025 Q3	$455K	Buy	4,924 +14	+0.3%	+$1.25K	0.1%	71
2025 Q2	$421K	Buy	4,910 +14	+0.3%	+$1.11K	0.1%	61
2025 Q1	$378K	Buy	4,896 +15	+0.3%	+$1.22K	0.11%	60
2024 Q4	$396K	Sell	4,881 -6,499	-57%	-$530K	0.12%	60
2024 Q3	$902K	Buy	11,380 +40	+0.4%	+$3.05K	0.27%	47
2024 Q2	$852K	Buy	+11,340	New	+$820K	0.29%	45

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

Helen Stephens Group's ILCB Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.24% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,963 shares worth $514K. The position accounts for 0.09% of the portfolio, ranked #87.

Helen Stephens Group first reported a position in ILCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $902K in Q3 2024. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Helen Stephens Group held 4,963 shares of iShares Morningstar US Equity ETF worth $514K as of Q2 2026.
Helen Stephens Group bought 12 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $1.2K.
iShares Morningstar US Equity ETF made up 0.09% of Helen Stephens Group's portfolio in Q2 2026, its #87 holding.
Helen Stephens Group first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Helen Stephens Group's iShares Morningstar US Equity ETF position peaked at $902K in Q3 2024.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.