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Monetary Solutions’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Monetary Solutions’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 		$74.4K Buy
718
+1
+0.1% +$100 0.06% 105
2026
Q1 		$64.4K Buy
717
+1
+0.1% +$94 0.06% 104
2025
Q4 		$67.5K Buy
+716
New +$67.1K 0.07% 97

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Monetary Solutions's ILCB Position: Q2 2026 in Review

Monetary Solutions increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.14% in Q2 2026, buying an estimated $100 and bringing the position to 718 shares worth $74.4K. The position accounts for 0.06% of the portfolio, ranked #105.

Monetary Solutions first reported a position in ILCB in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Monetary Solutions held 718 shares of iShares Morningstar US Equity ETF worth $74.4K as of Q2 2026.
  • Monetary Solutions bought 1 iShares Morningstar US Equity ETF share in Q2 2026, an estimated $100.
  • iShares Morningstar US Equity ETF made up 0.06% of Monetary Solutions's portfolio in Q2 2026, its #105 holding.
  • Monetary Solutions first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.