Liberty Capital Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Liberty Capital 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 Q2	$1.27M	Buy	+12,260	New	+$1.23M	0.22%	87
2025 Q4	$1.16M	Hold	12,260	–	–	0.22%	90
2025 Q3	$1.13M	Hold	12,260	–	–	0.21%	90
2025 Q2	$1.05M	Hold	12,260	–	–	0.21%	90
2025 Q1	$947K	Hold	12,260	–	–	0.21%	89
2024 Q4	$995K	Hold	12,260	–	–	0.22%	87
2024 Q3	$971K	Hold	12,260	–	–	0.21%	87
2024 Q2	$922K	Hold	12,260	–	–	0.22%	84
2024 Q1	$888K	Hold	12,260	–	–	0.22%	86
2023 Q4	$806K	Hold	12,260	–	–	0.21%	88
2023 Q3	$722K	Hold	12,260	–	–	0.21%	87
2023 Q2	$749K	Hold	12,260	–	–	0.22%	86
2023 Q1	$692K	Hold	12,260	–	–	0.23%	87
2022 Q4	$645K	Hold	12,260	–	–	0.22%	87
2022 Q3	$606K	Hold	12,260	–	–	0.23%	83
2022 Q2	$637K	Hold	12,260	–	–	0.23%	82
2022 Q1	$771K	Hold	12,260	–	–	0.23%	85
2021 Q4	$814K	Hold	12,260	–	–	0.22%	86
2021 Q3	$744K	Hold	12,260	–	–	0.22%	84
2021 Q2	$745K	Hold	12,260	–	–	0.23%	85
2021 Q1	$687K	Hold	12,260	–	–	0.24%	81
2020 Q4	$665K	Buy	+12,260	New	+$627K	0.24%	82
2020 Q2	$535K	Hold	12,260	–	–	0.23%	80
2020 Q1	$449K	Hold	12,260	–	–	0.23%	73
2019 Q4	$565K	Hold	12,260	–	–	0.23%	81
2019 Q3	$515K	Hold	12,260	–	–	0.23%	83
2019 Q2	$506K	Hold	12,260	–	–	0.23%	87
2019 Q1	$490K	Hold	12,260	–	–	0.25%	80
2018 Q4	$437K	Hold	12,260	–	–	0.27%	75
2018 Q3	$516K	Hold	12,260	–	–	0.27%	74
2018 Q2	$472K	Hold	12,260	–	–	0.28%	75
2018 Q1	$470K	Hold	12,260	–	–	0.28%	76
2017 Q4	$506K	Hold	12,260	–	–	0.27%	77
2017 Q3	$473K	Hold	12,260	–	–	0.26%	84
2017 Q2	$449K	Hold	12,260	–	–	0.27%	78
2017 Q1	$435K	Hold	12,260	–	–	0.26%	84
2016 Q4	$414K	Hold	12,260	–	–	0.27%	78
2016 Q3	$391K	Sell	12,260 -2,760	-18%	-$88K	0.25%	80
2016 Q2	$461K	Buy	+15,020	New	+$454K	0.31%	77

Other funds holding ILCB

ETC

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

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

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

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

WFL

Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Liberty Capital Management's ILCB Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 12,260 shares worth $1.27M. The stake represents 0.22% of the portfolio and ranks #87 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in ILCB as recently as Q4 2025.

Liberty Capital Management first reported a position in ILCB in Q2 2016 and has held it in 39 quarters since. 106 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Liberty Capital Management held 12,260 shares of iShares Morningstar US Equity ETF worth $1.27M as of Q2 2026.
iShares Morningstar US Equity ETF was a new Liberty Capital Management position in Q2 2026.
iShares Morningstar US Equity ETF made up 0.22% of Liberty Capital Management's portfolio in Q2 2026, its #87 holding.
Liberty Capital Management first reported a position in iShares Morningstar US Equity ETF in Q2 2016 and has held it in 39 quarters since.
106 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.