IFWM
ILCV icon

Institute for Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Institute for Wealth Management’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
Q2 		$20.7K Buy
+204
New +$20.3K ﹤0.01% 1123
2020
Q1 		– Sell
-204
Closed -$12K – 525
2019
Q4 		$12K Buy
+204
New +$11.6K ﹤0.01% 591

Other funds holding ILCV

SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's ILCV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Morningstar Value ETF (ILCV) in Q2 2026: 204 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ILCV as recently as Q4 2019.

Institute for Wealth Management first reported a position in ILCV in Q4 2019 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.

  • Institute for Wealth Management held 204 shares of iShares Morningstar Value ETF worth $20.7K as of Q2 2026.
  • iShares Morningstar Value ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Morningstar Value ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1123 holding.
  • Institute for Wealth Management first reported a position in iShares Morningstar Value ETF in Q4 2019 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.