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IFP Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

IFP Advisors’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 		$3.94K Sell
38
-129
-77% -$12.9K ﹤0.01% 3918
2026
Q1 		$15K Buy
+167
New +$15.7K ﹤0.01% 2938
2023
Q4 		– Sell
-761
Closed -$44.8K – 3194
2023
Q3 		$44.8K Hold
761
– – ﹤0.01% 1603
2023
Q2 		$46.5K Hold
761
– – ﹤0.01% 1642
2023
Q1 		$119K Buy
761
+597
+364% +$32.8K 0.01% 1167
2022
Q4 		$26K Buy
164
+1
+0.6% +$53 ﹤0.01% 2691
2022
Q3 		$26K Hold
163
– – ﹤0.01% 2868
2022
Q2 		$25K Hold
163
– – ﹤0.01% 2669
2022
Q1 		$25K Buy
+163
New +$10.1K ﹤0.01% 2669
2021
Q1 		– Sell
-2,040
Closed -$112K – 3105
2020
Q4 		$111K Sell
2,040
-200
-9% -$10.2K ﹤0.01% 1081
2020
Q3 		$110K Sell
2,240
-1,708
-43% -$81.4K 0.01% 949
2020
Q2 		$168K Sell
3,948
-1,932
-33% -$79.8K 0.01% 737
2020
Q1 		$221K Sell
5,880
-1,136
-16% -$49.7K 0.02% 553
2019
Q4 		$324K Sell
7,016
-1,004
-13% -$44K 0.02% 527
2019
Q3 		$336K Buy
+8,020
New +$334K 0.02% 592
2019
Q1 		– Sell
-23,152
Closed -$817K – 2857
2018
Q4 		$817K Sell
23,152
-2,952
-11% -$115K 0.05% 396
2018
Q3 		$1.1M Sell
26,104
-844
-3% -$34.5K 0.04% 408
2018
Q2 		$1.04M Buy
26,948
+8
+0% +$311 0.04% 408
2018
Q1 		$1.07M Hold
26,940
– – 0.05% 371
2017
Q4 		$1.07M Buy
26,940
+744
+3% +$29K 0.05% 370
2017
Q3 		$987K Sell
26,196
-3,728
-12% -$139K 0.04% 449
2017
Q2 		$1.09M Sell
29,924
-928
-3% -$33.6K 0.05% 412
2017
Q1 		$1.09M Buy
30,852
+872
+3% +$30.3K 0.05% 406
2016
Q4 		$994K Sell
29,980
-708
-2% -$23K 0.05% 383
2016
Q3 		$984K Sell
30,688
-1,204
-4% -$38.4K 0.05% 369
2016
Q2 		$979K Buy
+31,892
New +$965K 0.05% 361
2016
Q1 		– Sell
-31,880
Closed -$949K – 2866
2015
Q4 		$949K Buy
+31,880
New +$955K 0.06% 325

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IFP Advisors's ILCB Position: Q2 2026 in Review

IFP Advisors reduced its iShares Morningstar US Equity ETF (ILCB) stake by 77% in Q2 2026, selling an estimated $12.9K and leaving 38 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

IFP Advisors first reported a position in ILCB in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.1M in Q3 2018. 75 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • IFP Advisors held 38 shares of iShares Morningstar US Equity ETF worth $3.94K as of Q2 2026.
  • IFP Advisors sold 129 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3918 holding.
  • IFP Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2015 and has held it in 27 quarters since.
  • IFP Advisors's iShares Morningstar US Equity ETF position peaked at $1.1M in Q3 2018.
  • 75 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.