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IFP Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

IFP Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.1K Buy
860
+487
+131% +$46.6K ﹤0.01% 1982
2025
Q4 		$35.2K Buy
373
+160
+75% +$14.8K ﹤0.01% 2396
2025
Q3 		$19.2K Buy
213
+111
+109% +$9.6K ﹤0.01% 2593
2025
Q2 		$8.51K Buy
102
+88
+629% +$7.01K ﹤0.01% 3018
2025
Q1 		$1.14K Hold
14
– – ﹤0.01% 3306
2024
Q4 		$1.13K Buy
+14
New +$1.16K ﹤0.01% 3252
2019
Q4 		– Sell
-254
Closed -$14.4K – 2972
2019
Q3 		$14K Buy
+254
New +$13.8K ﹤0.01% 1912
2019
Q1 		– Sell
-254
Closed -$12K – 2858
2018
Q4 		$12K Buy
+254
New +$13.1K ﹤0.01% 2411
2017
Q3 		– Sell
-42
Closed -$2K – 4129
2017
Q2 		$2K Hold
42
– – ﹤0.01% 3730
2017
Q1 		$2K Buy
+42
New +$2.02K ﹤0.01% 3655

Other funds holding ILCV

SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

IFP Advisors's ILCV Position: Q1 2026 in Review

IFP Advisors increased its iShares Morningstar Value ETF (ILCV) stake by 131% in Q1 2026, buying an estimated $46.6K and bringing the position to 860 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

IFP Advisors first reported a position in ILCV in Q1 2017 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold ILCV as of Q1 2026.

  • IFP Advisors held 860 shares of iShares Morningstar Value ETF worth $80.1K as of Q1 2026.
  • IFP Advisors bought 487 iShares Morningstar Value ETF shares in Q1 2026, an estimated $46.6K.
  • iShares Morningstar Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1982 holding.
  • IFP Advisors first reported a position in iShares Morningstar Value ETF in Q1 2017 and has held it in 10 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.