HGERS
ILCB icon

Householder Group Estate & Retirement Specialist’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-1,524
Closed -$75K – 690
2022
Q3 		$75K Buy
+1,524
New +$83.6K 0.03% 317

Other funds holding ILCB

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ILCB Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2022, closing a stake of 1,524 shares — an estimated $75K sold.

Householder Group Estate & Retirement Specialist first reported a position in ILCB in Q3 2022 and held it in 1 quarter. The position peaked at $75K in Q3 2022. 132 funds tracked by Wall St. Rank hold ILCB as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Morningstar US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,524 iShares Morningstar US Equity ETF shares in Q4 2022, an estimated $75K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Morningstar US Equity ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares Morningstar US Equity ETF position peaked at $75K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.