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John Overdeck’s iShares Morningstar US Equity ETF ILCB Stock Holding History

John Overdeck’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
Q3 		– Sell
-11,800
Closed -$1.01M – 3777
2025
Q2 		$1.01M Buy
+11,800
New +$934K ﹤0.01% 2244
2025
Q1 		– Sell
-37,700
Closed -$3.06M – 3333
2024
Q4 		$3.06M Buy
+37,700
New +$3.08M 0.01% 1423

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

John Overdeck's ILCB Position: Q3 2025 in Review

John Overdeck sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2025, closing a stake of 11,800 shares — an estimated $1.01M sold.

John Overdeck first reported a position in ILCB in Q4 2024 and held it in 2 quarters. The position peaked at $3.06M in Q4 2024. 169 funds tracked by Wall St. Rank hold ILCB as of Q3 2025.

  • John Overdeck reported no remaining iShares Morningstar US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 11,800 iShares Morningstar US Equity ETF shares in Q3 2025, an estimated $1.01M.
  • John Overdeck first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and held it in 2 quarters.
  • John Overdeck's iShares Morningstar US Equity ETF position peaked at $3.06M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.