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

Laurel Oak 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
2026
Q1 		$205K Sell
2,285
-27
-1% -$2.54K 0.03% 340
2025
Q4 		$218K Buy
+2,312
New +$217K 0.04% 330

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

Laurel Oak Wealth Management's ILCB Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its iShares Morningstar US Equity ETF (ILCB) stake by 1.2% in Q1 2026, selling an estimated $2.54K and leaving 2,285 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #340.

Laurel Oak Wealth Management first reported a position in ILCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Laurel Oak Wealth Management held 2,285 shares of iShares Morningstar US Equity ETF worth $205K as of Q1 2026.
  • Laurel Oak Wealth Management sold 27 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $2.54K.
  • iShares Morningstar US Equity ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #340 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's iShares Morningstar US Equity ETF position peaked at $218K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.