Larson Financial Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Larson Financial Group’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	$427K	Buy	4,120 +10	+0.2%	+$1K	0.01%	603
2026 Q1	$369K	Buy	4,110 +9	+0.2%	+$846	0.01%	564
2025 Q4	$387K	Sell	4,101 -3	-0.1%	-$281	0.01%	534
2025 Q3	$379K	Buy	4,104 +28	+0.7%	+$2.49K	0.01%	541
2025 Q2	$350K	Buy	4,076 +12	+0.3%	+$950	0.01%	529
2025 Q1	$314K	Buy	4,064 +13	+0.3%	+$1.06K	0.01%	515
2024 Q4	$329K	Buy	4,051 +13	+0.3%	+$1.06K	0.02%	457
2024 Q3	$320K	Buy	4,038 +14	+0.3%	+$1.07K	0.02%	454
2024 Q2	$302K	Buy	+4,024	New	+$291K	0.02%	358

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Larson Financial Group's ILCB Position: Q2 2026 in Review

Larson Financial Group increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.24% in Q2 2026, buying an estimated $1K and bringing the position to 4,120 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #603.

Larson Financial Group first reported a position in ILCB in Q2 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Larson Financial Group held 4,120 shares of iShares Morningstar US Equity ETF worth $427K as of Q2 2026.
Larson Financial Group bought 10 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $1K.
iShares Morningstar US Equity ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #603 holding.
Larson Financial Group first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.