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Kaydan Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Kaydan Wealth Management’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
2022
Q2 		– Sell
-3,576
Closed -$225K – 98
2022
Q1 		$225K Sell
3,576
-1,404
-28% -$86.9K 0.1% 95
2021
Q4 		$331K Buy
+4,980
New +$322K 0.13% 82

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kaydan Wealth Management's ILCB Position: Q2 2022 in Review

Kaydan Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2022, closing a stake of 3,576 shares — an estimated $225K sold.

Kaydan Wealth Management first reported a position in ILCB in Q4 2021 and held it in 2 quarters. The position peaked at $331K in Q4 2021. 124 funds tracked by Wall St. Rank hold ILCB as of Q2 2022.

  • Kaydan Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Kaydan Wealth Management sold 3,576 iShares Morningstar US Equity ETF shares in Q2 2022, an estimated $225K.
  • Kaydan Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and held it in 2 quarters.
  • Kaydan Wealth Management's iShares Morningstar US Equity ETF position peaked at $331K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2022.

Based on Kaydan Wealth Management's 13F filing for Q2 2022, filed 24 Feb 2023.