JWM
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Jackson Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Jackson Wealth Management’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
Q1 		– Sell
-151,288
Closed -$9.95M – 152
2023
Q4 		$9.95M Buy
+151,288
New +$9.3M 1.31% 14

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Wealth Management's ILCB Position: Q1 2024 in Review

Jackson Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2024, closing a stake of 151,288 shares — an estimated $9.95M sold.

Jackson Wealth Management first reported a position in ILCB in Q4 2023 and held it in 1 quarter. The position peaked at $9.95M in Q4 2023. 153 funds tracked by Wall St. Rank hold ILCB as of Q1 2024.

  • Jackson Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 151,288 iShares Morningstar US Equity ETF shares in Q1 2024, an estimated $9.95M.
  • Jackson Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Jackson Wealth Management's iShares Morningstar US Equity ETF position peaked at $9.95M in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2024.

Based on Jackson Wealth Management's 13F filing for Q1 2024, filed 11 Jun 2024.