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HoyleCohen’s iShares Morningstar US Equity ETF ILCB Stock Holding History

HoyleCohen’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
2024
Q2 		$265K Hold
3,528
– – 0.02% 239
2024
Q1 		$256K Hold
3,528
– – 0.02% 253
2023
Q4 		$232K Hold
3,528
– – 0.02% 251
2023
Q3 		$208K Hold
3,528
– – 0.02% 249
2023
Q2 		$215K Buy
+3,528
New +$204K 0.02% 247
2022
Q2 		– Sell
-3,528
Closed -$222K – 269
2022
Q1 		$222K Hold
3,528
– – 0.02% 256
2021
Q4 		$234K Hold
3,528
– – 0.02% 261
2021
Q3 		$214K Buy
+3,528
New +$220K 0.02% 256

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HoyleCohen's ILCB Position: Q2 2024 in Review

HoyleCohen held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2024 at 3,528 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #239.

HoyleCohen first reported a position in ILCB in Q3 2021 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold ILCB as of Q2 2024.

  • HoyleCohen held 3,528 shares of iShares Morningstar US Equity ETF worth $265K as of Q2 2024.
  • HoyleCohen left its iShares Morningstar US Equity ETF share count unchanged in Q2 2024.
  • iShares Morningstar US Equity ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #239 holding.
  • HoyleCohen first reported a position in iShares Morningstar US Equity ETF in Q3 2021 and has held it in 8 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.