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

Inspire 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
2021
Q1 		– Sell
-452
Closed -$24K – 387
2020
Q4 		$24K Buy
+452
New +$23.1K 0.01% 359

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Inspire Advisors's ILCB Position: Q1 2021 in Review

Inspire Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2021, closing a stake of 452 shares — an estimated $24K sold.

Inspire Advisors first reported a position in ILCB in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 123 funds tracked by Wall St. Rank hold ILCB as of Q1 2021.

  • Inspire Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 452 iShares Morningstar US Equity ETF shares in Q1 2021, an estimated $24K.
  • Inspire Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's iShares Morningstar US Equity ETF position peaked at $24K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.