May Barnhard Investments’s iShares Morningstar US Equity ETF ILCB Stock Holding History

May Barnhard Investments’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	$1.39M	Hold	15,465	–	–	0.67%	35
2025 Q4	$1.46M	Sell	15,465 -1	-0%	-$94	0.69%	33
2025 Q3	$1.43M	Buy	15,466 +1	+0%	+$89	0.66%	36
2025 Q2	$1.33M	Hold	15,465	–	–	0.62%	39
2025 Q1	$1.19M	Hold	15,465	–	–	0.6%	39
2024 Q4	$1.26M	Hold	15,465	–	–	0.6%	38
2024 Q3	$1.23M	Hold	15,465	–	–	0.6%	38
2024 Q2	$1.16M	Hold	15,465	–	–	0.6%	39
2024 Q1	$1.12M	Hold	15,465	–	–	0.56%	39
2023 Q4	$1.02M	Buy	+15,465	New	+$951K	0.52%	37

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

May Barnhard Investments's ILCB Position: Q1 2026 in Review

May Barnhard Investments held its iShares Morningstar US Equity ETF (ILCB) position steady in Q1 2026 at 15,465 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #35.

May Barnhard Investments first reported a position in ILCB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

May Barnhard Investments held 15,465 shares of iShares Morningstar US Equity ETF worth $1.39M as of Q1 2026.
May Barnhard Investments left its iShares Morningstar US Equity ETF share count unchanged in Q1 2026.
iShares Morningstar US Equity ETF made up 0.67% of May Barnhard Investments's portfolio in Q1 2026, its #35 holding.
May Barnhard Investments first reported a position in iShares Morningstar US Equity ETF in Q4 2023 and has held it in 10 quarters since.
May Barnhard Investments's iShares Morningstar US Equity ETF position peaked at $1.46M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on May Barnhard Investments's 13F filing for Q1 2026, filed 13 May 2026.