JFS Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

JFS Wealth Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.46K	Buy	+44	New	+$4.37K	﹤0.01%	1322

Other funds holding ILCV

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFS Wealth Advisors's ILCV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares Morningstar Value ETF (ILCV) in Q2 2026: 44 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

202 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.

JFS Wealth Advisors held 44 shares of iShares Morningstar Value ETF worth $4.46K as of Q2 2026.
iShares Morningstar Value ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares Morningstar Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1322 holding.
202 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.