IF
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Intrua Financial’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Intrua Financial’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
2024
Q3 		– Sell
-4,099
Closed -$308K – 397
2024
Q2 		$308K Buy
4,099
+86
+2% +$6.22K 0.05% 296
2024
Q1 		$291K Buy
4,013
+12
+0.3% +$826 0.04% 324
2023
Q4 		$263K Buy
4,001
+35
+0.9% +$2.15K 0.04% 341
2023
Q3 		$234K Hold
3,966
– – 0.04% 309
2023
Q2 		$242K Buy
3,966
+12
+0.3% +$693 0.04% 308
2023
Q1 		$224K Buy
3,954
+15
+0.4% +$825 0.05% 304
2022
Q4 		$211K Buy
+3,939
New +$209K 0.05% 318
2022
Q3 		– Sell
-3,899
Closed -$203K – 331
2022
Q2 		$203K Buy
3,899
+11
+0.3% +$622 0.04% 348
2022
Q1 		$244K Buy
3,888
+12
+0.3% +$743 0.04% 329
2021
Q4 		$257K Buy
3,876
+14
+0.4% +$905 0.04% 327
2021
Q3 		$248K Buy
3,862
+14
+0.4% +$874 0.05% 320
2021
Q2 		$242K Sell
3,848
-11,504
-75% -$678K 0.06% 259
2021
Q1 		$227K Buy
15,352
+11,524
+301% +$633K 0.06% 263
2020
Q4 		$207K Buy
+3,828
New +$196K 0.09% 197

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Intrua Financial's ILCB Position: Q3 2024 in Review

Intrua Financial sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2024, closing a stake of 4,099 shares — an estimated $308K sold.

Intrua Financial first reported a position in ILCB in Q4 2020 and held it in 14 quarters. The position peaked at $308K in Q2 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q3 2024.

  • Intrua Financial reported no remaining iShares Morningstar US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 4,099 iShares Morningstar US Equity ETF shares in Q3 2024, an estimated $308K.
  • Intrua Financial first reported a position in iShares Morningstar US Equity ETF in Q4 2020 and held it in 14 quarters.
  • Intrua Financial's iShares Morningstar US Equity ETF position peaked at $308K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.