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Key Financial Inc’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Key Financial Inc’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
Q1 		$20.5K Buy
+228
New +$21.4K ﹤0.01% 725

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's ILCB Position: Q1 2026 in Review

Key Financial Inc opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 228 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Key Financial Inc held 228 shares of iShares Morningstar US Equity ETF worth $20.5K as of Q1 2026.
  • iShares Morningstar US Equity ETF was a new Key Financial Inc position in Q1 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #725 holding.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.