Ipsen Advisor Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ipsen Advisor 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
2022 Q4	$261K	Buy	+4,959	New	+$263K	0.3%	85

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Ipsen Advisor Group's ILCB Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q4 2022: 4,959 shares worth $261K. The stake represents 0.3% of the portfolio and ranks #85 among its holdings.

132 funds tracked by Wall St. Rank hold ILCB as of Q4 2022.

Ipsen Advisor Group held 4,959 shares of iShares Morningstar US Equity ETF worth $261K as of Q4 2022.
iShares Morningstar US Equity ETF was a new Ipsen Advisor Group position in Q4 2022.
iShares Morningstar US Equity ETF made up 0.3% of Ipsen Advisor Group's portfolio in Q4 2022, its #85 holding.
132 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.