Janney Montgomery Scott
ILCB icon

Janney Montgomery Scott’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-4,465
Closed -$345K – 2761
2025
Q1 		$345K Buy
+4,465
New +$364K ﹤0.01% 2220
2018
Q1 		– Sell
-6,840
Closed -$272K – 1966
2017
Q4 		$272K Buy
+6,840
New +$266K ﹤0.01% 1635

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott's ILCB Position: Q2 2025 in Review

Janney Montgomery Scott sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2025, closing a stake of 4,465 shares — an estimated $345K sold.

Janney Montgomery Scott first reported a position in ILCB in Q4 2017 and held it in 2 quarters. The position peaked at $345K in Q1 2025. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

  • Janney Montgomery Scott reported no remaining iShares Morningstar US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,465 iShares Morningstar US Equity ETF shares in Q2 2025, an estimated $345K.
  • Janney Montgomery Scott first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and held it in 2 quarters.
  • Janney Montgomery Scott's iShares Morningstar US Equity ETF position peaked at $345K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.