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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
Q2 		$1.6M Hold
15,465
– – 0.65% 36
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

May Barnhard Investments's ILCB Position: Q2 2026 in Review

May Barnhard Investments held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 15,465 shares worth $1.6M. The position accounts for 0.65% of the portfolio, ranked #36.

May Barnhard Investments first reported a position in ILCB in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • May Barnhard Investments held 15,465 shares of iShares Morningstar US Equity ETF worth $1.6M as of Q2 2026.
  • May Barnhard Investments left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
  • iShares Morningstar US Equity ETF made up 0.65% of May Barnhard Investments's portfolio in Q2 2026, its #36 holding.
  • May Barnhard Investments first reported a position in iShares Morningstar US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.