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Keynote Financial Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Keynote Financial Services’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 		$263K Hold
2,540
– – 0.12% 149
2026
Q1 		$228K Buy
+2,540
New +$239K 0.12% 150

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keynote Financial Services's ILCB Position: Q2 2026 in Review

Keynote Financial Services held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,540 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #149.

Keynote Financial Services first reported a position in ILCB in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Keynote Financial Services held 2,540 shares of iShares Morningstar US Equity ETF worth $263K as of Q2 2026.
  • Keynote Financial Services left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
  • iShares Morningstar US Equity ETF made up 0.12% of Keynote Financial Services's portfolio in Q2 2026, its #149 holding.
  • Keynote Financial Services first reported a position in iShares Morningstar US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.