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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
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 $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IEQ Capital's ILCB Position: Q1 2026 in Review

IEQ Capital sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2026, closing a stake of 2,124 shares — an estimated $200K sold.

IEQ Capital first reported a position in ILCB in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • IEQ Capital reported no remaining iShares Morningstar US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 2,124 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $200K.
  • IEQ Capital first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and held it in 1 quarter.
  • IEQ Capital's iShares Morningstar US Equity ETF position peaked at $200K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.