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

Index Fund 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	$290K	Hold	2,800	–	–	0.01%	115
2026 Q1	$252K	Hold	2,800	–	–	0.01%	116
2025 Q4	$264K	Hold	2,800	–	–	0.01%	130
2025 Q3	$259K	Hold	2,800	–	–	0.01%	128
2025 Q2	$240K	Hold	2,800	–	–	0.01%	134
2025 Q1	$216K	Hold	2,800	–	–	0.01%	92
2024 Q4	$227K	Hold	2,800	–	–	0.01%	98
2024 Q3	$222K	Hold	2,800	–	–	0.01%	99
2024 Q2	$210K	Hold	2,800	–	–	0.01%	90
2024 Q1	$203K	Buy	+2,800	New	+$193K	0.01%	92

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors's ILCB Position: Q2 2026 in Review

Index Fund Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,800 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #115.

Index Fund Advisors first reported a position in ILCB in Q1 2024 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Index Fund Advisors held 2,800 shares of iShares Morningstar US Equity ETF worth $290K as of Q2 2026.
Index Fund Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #115 holding.
Index Fund Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2024 and has held it in 10 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.