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IEQ Capital’s iShares Morningstar US Equity ETF ILCB Stock Holding History

IEQ Capital’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 		$220K Buy
+2,124
New +$213K ﹤0.01% 1795
2026
Q1 		– Sell
-2,124
Closed -$200K – 1984
2025
Q4 		$200K Buy
+2,124
New +$199K ﹤0.01% 1695

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IEQ Capital's ILCB Position: Q2 2026 in Review

IEQ Capital opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 2,124 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: IEQ Capital previously reported a position in ILCB as recently as Q4 2025.

IEQ Capital first reported a position in ILCB in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • IEQ Capital held 2,124 shares of iShares Morningstar US Equity ETF worth $220K as of Q2 2026.
  • iShares Morningstar US Equity ETF was a new IEQ Capital position in Q2 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1795 holding.
  • IEQ Capital first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.