Kovitz Investment Group Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-12,165	Closed	-$1.12M	–	861
2025 Q3	$1.12M	Buy	12,165 +11	+0.1%	+$978	﹤0.01%	815
2025 Q2	$1.04M	Sell	12,154 -36	-0.3%	-$2.85K	﹤0.01%	798
2025 Q1	$942K	Buy	12,190 +20	+0.2%	+$1.63K	﹤0.01%	758
2024 Q4	$988K	Sell	12,170 -535	-4%	-$43.7K	﹤0.01%	722
2024 Q3	$1.01K	Sell	12,705 -808	-6%	-$61.7K	﹤0.01%	1042
2024 Q2	$1.02M	Buy	+13,513	New	+$977K	0.01%	532

Other funds holding ILCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners's ILCB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 12,165 shares — an estimated $1.12M sold.

Kovitz Investment Group Partners first reported a position in ILCB in Q2 2024 and held it in 6 quarters. The position peaked at $1.12M in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,165 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $1.12M.
Kovitz Investment Group Partners first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's iShares Morningstar US Equity ETF position peaked at $1.12M in Q3 2025.
180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.