Laurel Wealth Advisors (North Carolina)’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-48	Closed	-$4.53K	–	411
2025 Q4	$4.53K	Buy	+48	New	+$4.5K	﹤0.01%	550
2025 Q2	–	Sell	-48	Closed	-$3.71K	–	421
2025 Q1	$3.71K	Hold	48	–	–	﹤0.01%	562
2024 Q4	$3.9K	Hold	48	–	–	﹤0.01%	580
2024 Q3	$3.8K	Hold	48	–	–	﹤0.01%	543
2024 Q2	$3.61K	Hold	48	–	–	﹤0.01%	516
2024 Q1	$3.48K	Hold	48	–	–	﹤0.01%	518
2023 Q4	$3.16K	Hold	48	–	–	﹤0.01%	487
2023 Q3	$2.83K	Hold	48	–	–	﹤0.01%	489
2023 Q2	$2.93K	Hold	48	–	–	﹤0.01%	494
2023 Q1	$2.71K	Hold	48	–	–	﹤0.01%	496
2022 Q4	$2.53K	Hold	48	–	–	﹤0.01%	471
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	482
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	536
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	546
2021 Q4	$3K	Hold	48	–	–	﹤0.01%	538
2021 Q3	$3K	Hold	48	–	–	﹤0.01%	546
2021 Q2	$3K	Hold	48	–	–	﹤0.01%	614
2021 Q1	$3K	Hold	48	–	–	﹤0.01%	563
2020 Q4	$3K	Hold	48	–	–	﹤0.01%	518
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	481
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	471
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	472
2019 Q4	$2K	Sell	48 -120	-71%	-$5.26K	﹤0.01%	493
2019 Q3	$7K	Hold	168	–	–	﹤0.01%	408
2019 Q2	$7K	Hold	168	–	–	﹤0.01%	407
2019 Q1	$7K	Hold	168	–	–	﹤0.01%	391
2018 Q4	$6K	Buy	+168	New	+$6.55K	﹤0.01%	394

Other funds holding ILCB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ILCB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2026, closing a stake of 48 shares — an estimated $4.53K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ILCB in Q4 2018 and held it in 27 quarters. The position peaked at $7K in Q3 2019. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Morningstar US Equity ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 48 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $4.53K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Morningstar US Equity ETF position peaked at $7K in Q3 2019.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.