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Jaffetilchin Investment Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-400
Closed -$31.7K – 803
2024
Q3 		$31.7K Buy
+400
New +$30.5K ﹤0.01% 662

Other funds holding ILCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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

Jaffetilchin Investment Partners's ILCB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2024, closing a stake of 400 shares — an estimated $31.7K sold.

Jaffetilchin Investment Partners first reported a position in ILCB in Q3 2024 and held it in 1 quarter. The position peaked at $31.7K in Q3 2024. 181 funds tracked by Wall St. Rank hold ILCB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Morningstar US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 400 iShares Morningstar US Equity ETF shares in Q4 2024, an estimated $31.7K.
  • Jaffetilchin Investment Partners first reported a position in iShares Morningstar US Equity ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Morningstar US Equity ETF position peaked at $31.7K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.