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High Point Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

High Point Wealth Management’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
– – 0.17% 87
2026
Q1 		$180K Hold
2,000
– – 0.17% 89
2025
Q4 		$189K Buy
+2,000
New +$187K 0.18% 88

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 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
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

High Point Wealth Management's ILCB Position: Q2 2026 in Review

High Point Wealth Management held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,000 shares worth $207K. The position accounts for 0.17% of the portfolio, ranked #87.

High Point Wealth Management first reported a position in ILCB in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • High Point Wealth Management held 2,000 shares of iShares Morningstar US Equity ETF worth $207K as of Q2 2026.
  • High Point Wealth Management left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
  • iShares Morningstar US Equity ETF made up 0.17% of High Point Wealth Management's portfolio in Q2 2026, its #87 holding.
  • High Point Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.