MML Investors Services
ILCB icon

MML Investors Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

MML Investors Services’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 		$1.96M Sell
21,813
-1,691
-7% -$159K 0.01% 1327
2025
Q4 		$2.22M Sell
23,504
-319
-1% -$29.9K 0.01% 1320
2025
Q3 		$2.2M Sell
23,823
-540
-2% -$48K 0.01% 1273
2025
Q2 		$2.09M Sell
24,363
-3,037
-11% -$240K 0.01% 1223
2025
Q1 		$2.12M Sell
27,400
-3,488
-11% -$284K 0.01% 1149
2024
Q4 		$2.51M Buy
30,888
+3,918
+15% +$320K 0.01% 1012
2024
Q3 		$2.14M Buy
26,970
+394
+1% +$30.1K 0.01% 1059
2024
Q2 		$2M Sell
26,576
-258
-1% -$18.7K 0.01% 1025
2024
Q1 		$1.95M Sell
26,834
-506
-2% -$34.9K 0.01% 1058
2023
Q4 		$1.8M Sell
27,340
-469
-2% -$28.8K 0.01% 1053
2023
Q3 		$1.64M Buy
27,809
+1,068
+4% +$65.5K 0.01% 974
2023
Q2 		$1.63M Sell
26,741
-1,043
-4% -$60.2K 0.01% 995
2023
Q1 		$1.57M Sell
27,784
-846
-3% -$46.5K 0.01% 878
2022
Q4 		$1.51M Sell
28,630
-346
-1% -$18.3K 0.01% 946
2022
Q3 		$1.43M Sell
28,976
-1,749
-6% -$96K 0.01% 888
2022
Q2 		$1.6M Buy
30,725
+429
+1% +$24.3K 0.01% 840
2022
Q1 		$1.9M Sell
30,296
-605
-2% -$37.5K 0.01% 818
2021
Q4 		$2.05M Sell
30,901
-4,591
-13% -$297K 0.01% 757
2021
Q3 		$2.15M Sell
35,492
-5,632
-14% -$352K 0.02% 699
2021
Q2 		$2.5M Sell
41,124
-5,384
-12% -$318K 0.02% 628
2021
Q1 		$2.61M Buy
46,508
+568
+1% +$31.2K 0.02% 563
2020
Q4 		$2.49M Sell
45,940
-128,872
-74% -$6.59M 0.03% 506
2020
Q3 		$8.52M Buy
174,812
+127,212
+267% +$6.06M 0.11% 196
2020
Q2 		$2.08M Buy
47,600
+516
+1% +$21.3K 0.03% 485
2020
Q1 		$1.73M Buy
47,084
+2,096
+5% +$91.8K 0.03% 458
2019
Q4 		$2.08M Buy
44,988
+4,192
+10% +$184K 0.03% 482
2019
Q3 		$1.71M Sell
40,796
-26,996
-40% -$1.12M 0.03% 494
2019
Q2 		$2.8M Buy
67,792
+1,500
+2% +$61.3K 0.04% 381
2019
Q1 		$2.65M Sell
66,292
-84,592
-56% -$3.25M 0.04% 372
2018
Q4 		$5.38M Buy
150,884
+9,920
+7% +$387K 0.1% 224
2018
Q3 		$5.93M Buy
140,964
+30,616
+28% +$1.25M 0.1% 215
2018
Q2 		$4.25M Buy
110,348
+19,928
+22% +$775K 0.09% 219
2018
Q1 		$3.47M Buy
90,420
+15,612
+21% +$625K 0.07% 242
2017
Q4 		$2.97M Buy
74,808
+36,932
+98% +$1.44M 0.06% 264
2017
Q3 		$1.43M Buy
37,876
+13,464
+55% +$501K 0.03% 409
2017
Q2 		$893K Buy
+24,412
New +$883K 0.02% 549

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

MML Investors Services's ILCB Position: Q1 2026 in Review

MML Investors Services reduced its iShares Morningstar US Equity ETF (ILCB) stake by 7.2% in Q1 2026, selling an estimated $159K and leaving 21,813 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1327.

MML Investors Services first reported a position in ILCB in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.52M in Q3 2020. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • MML Investors Services held 21,813 shares of iShares Morningstar US Equity ETF worth $1.96M as of Q1 2026.
  • MML Investors Services sold 1,691 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $159K.
  • iShares Morningstar US Equity ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1327 holding.
  • MML Investors Services first reported a position in iShares Morningstar US Equity ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Morningstar US Equity ETF position peaked at $8.52M in Q3 2020.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.