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
2026 Q2	$206K	Buy	+1,988	New	+$200K	﹤0.01%	2978
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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott's ILCB Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 1,988 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2978 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in ILCB as recently as Q1 2025.

Janney Montgomery Scott first reported a position in ILCB in Q4 2017 and has held it in 3 quarters since. The position peaked at $345K in Q1 2025. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Janney Montgomery Scott held 1,988 shares of iShares Morningstar US Equity ETF worth $206K as of Q2 2026.
iShares Morningstar US Equity ETF was a new Janney Montgomery Scott position in Q2 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2978 holding.
Janney Montgomery Scott first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and has held it in 3 quarters since.
Janney Montgomery Scott's iShares Morningstar US Equity ETF position peaked at $345K in Q1 2025.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.