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Independent Financial Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Independent Financial Group’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 		$3.62M Sell
34,961
-333
-0.9% -$33.4K 0.07% 292
2026
Q1 		$3.17M Buy
35,294
+1,962
+6% +$184K 0.07% 287
2025
Q4 		$3.15M Buy
33,332
+100
+0.3% +$9.37K 0.07% 272
2025
Q3 		$3.07M Sell
33,232
-1,942
-6% -$173K 0.07% 261
2025
Q2 		$3.02M Buy
35,174
+1,251
+4% +$99K 0.08% 241
2025
Q1 		$2.62M Buy
33,923
+221
+0.7% +$18K 0.09% 223
2024
Q4 		$2.74M Buy
33,702
+63
+0.2% +$5.14K 0.09% 220
2024
Q3 		$2.67M Sell
33,639
-795
-2% -$60.7K 0.1% 214
2024
Q2 		$2.59M Buy
34,434
+1,661
+5% +$120K 0.1% 185
2024
Q1 		$2.38M Sell
32,773
-430
-1% -$29.6K 0.11% 179
2023
Q4 		$2.18M Sell
33,203
-113
-0.3% -$6.95K 0.12% 192
2023
Q3 		$1.96M Buy
33,316
+295
+0.9% +$18.1K 0.13% 187
2023
Q2 		$2.02M Buy
33,021
+1,086
+3% +$62.7K 0.14% 161
2023
Q1 		$1.8M Buy
31,935
+518
+2% +$28.5K 0.14% 159
2022
Q4 		$1.65M Sell
31,417
-279
-0.9% -$14.8K 0.14% 148
2022
Q3 		$1.57M Sell
31,696
-6
-0% -$329 0.14% 143
2022
Q2 		$1.65M Sell
31,702
-270
-0.8% -$15.3K 0.18% 142
2022
Q1 		$2.01M Sell
31,972
-640
-2% -$39.6K 0.16% 127
2021
Q4 		$2.17M Buy
32,612
+84
+0.3% +$5.43K 0.18% 122
2021
Q3 		$1.97M Sell
32,528
-141
-0.4% -$8.8K 0.2% 109
2021
Q2 		$1.98M Sell
32,669
-1,211
-4% -$71.4K 0.21% 109
2021
Q1 		$1.9M Buy
33,880
+936
+3% +$51.5K 0.25% 102
2020
Q4 		$1.79M Sell
32,944
-3,440
-9% -$176K 0.26% 91
2020
Q3 		$1.77M Buy
36,384
+3,336
+10% +$159K 0.33% 68
2020
Q2 		$1.44M Sell
33,048
-148
-0.4% -$6.12K 0.32% 72
2020
Q1 		$1.22M Buy
+33,196
New +$1.45M 0.36% 67

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

Independent Financial Group's ILCB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Morningstar US Equity ETF (ILCB) stake by 0.94% in Q2 2026, selling an estimated $33.4K and leaving 34,961 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #292.

Independent Financial Group first reported a position in ILCB in Q1 2020 and has held it in 26 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Independent Financial Group held 34,961 shares of iShares Morningstar US Equity ETF worth $3.62M as of Q2 2026.
  • Independent Financial Group sold 333 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Morningstar US Equity ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #292 holding.
  • Independent Financial Group first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.