IFP Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

IFP Advisors’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.1K	Sell	276 -260	-49%	-$20.2K	﹤0.01%	2916
2026 Q1	$37.6K	Buy	536 +456	+570%	+$33.5K	﹤0.01%	2408
2025 Q4	$5.93K	Hold	80	–	–	﹤0.01%	3328
2025 Q3	$5.81K	Hold	80	–	–	﹤0.01%	3163
2025 Q2	$5.41K	Sell	80 -2,088	-96%	-$130K	﹤0.01%	3323
2025 Q1	$131K	Buy	+2,168	New	+$139K	﹤0.01%	1381
2023 Q1	–	Sell	-8,183	Closed	-$385K	–	3980
2022 Q4	$385K	Buy	8,183 +1,703	+26%	+$72.9K	0.01%	1014
2022 Q3	$303K	Buy	+6,480	New	+$287K	0.01%	1191

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IFP Advisors's LCTU Position: Q2 2026 in Review

IFP Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 49% in Q2 2026, selling an estimated $20.2K and leaving 276 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

IFP Advisors first reported a position in LCTU in Q3 2022 and has held it in 8 quarters since. The position peaked at $385K in Q4 2022. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

IFP Advisors held 276 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $22.1K as of Q2 2026.
IFP Advisors sold 260 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $20.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2916 holding.
IFP Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 8 quarters since.
IFP Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $385K in Q4 2022.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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