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

HHM 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	$207K	Hold	2,000	–	–	0.02%	209
2026 Q1	$180K	Hold	2,000	–	–	0.02%	206
2025 Q4	$189K	Hold	2,000	–	–	0.02%	204
2025 Q3	$185K	Hold	2,000	–	–	0.02%	215
2025 Q2	$172K	Hold	2,000	–	–	0.02%	224
2025 Q1	$155K	Hold	2,000	–	–	0.02%	220
2024 Q4	$162K	Hold	2,000	–	–	0.02%	205
2024 Q3	$158K	Hold	2,000	–	–	0.02%	204
2024 Q2	$150K	Hold	2,000	–	–	0.02%	205
2024 Q1	$145K	Hold	2,000	–	–	0.02%	176
2023 Q4	$132K	Hold	2,000	–	–	0.02%	185
2023 Q3	$118K	Hold	2,000	–	–	0.02%	187
2023 Q2	$122K	Hold	2,000	–	–	0.02%	187
2023 Q1	$113K	Hold	2,000	–	–	0.02%	186
2022 Q4	$105K	Sell	2,000 -895	-31%	-$47.4K	0.02%	168
2022 Q3	$143K	Hold	2,895	–	–	0.04%	135
2022 Q2	$150K	Hold	2,895	–	–	0.04%	154
2022 Q1	$182K	Hold	2,895	–	–	0.04%	152
2021 Q4	$192K	Hold	2,895	–	–	0.05%	141
2021 Q3	$176K	Sell	2,895 -65	-2%	-$4.06K	0.05%	137
2021 Q2	$180K	Sell	2,960 -100	-3%	-$5.9K	0.05%	147
2021 Q1	$172K	Hold	3,060	–	–	0.05%	129
2020 Q4	$166K	Hold	3,060	–	–	0.06%	116
2020 Q3	$149K	Hold	3,060	–	–	0.06%	109
2020 Q2	$134K	Hold	3,060	–	–	0.06%	108
2020 Q1	$112K	Buy	+3,060	New	+$134K	0.05%	111

Other funds holding ILCB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS

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

IFG

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

SMWM

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

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

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

SWM

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

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,000 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #209.

HHM Wealth Advisors first reported a position in ILCB in Q1 2020 and has held it in 26 quarters since. 33 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

HHM Wealth Advisors held 2,000 shares of iShares Morningstar US Equity ETF worth $207K as of Q2 2026.
HHM 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 HHM Wealth Advisors's portfolio in Q2 2026, its #209 holding.
HHM Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and has held it in 26 quarters since.
33 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

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