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New Century Financial Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-2,695
Closed -$249K – 28
2025
Q3 		$249K Buy
2,695
+1
+0% +$89 0.44% 54
2025
Q2 		$231K Buy
2,694
+1
+0% +$79 0.27% 94
2025
Q1 		$208K Hold
2,693
– – 0.24% 126
2024
Q4 		$221K Buy
2,693
+1
+0% +$82 0.09% 266
2024
Q3 		$213K Buy
2,692
+1
+0% +$76 0.08% 296
2024
Q2 		$202K Buy
+2,691
New +$195K 0.09% 273

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

New Century Financial Group's ILCB Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 2,695 shares — an estimated $249K sold.

New Century Financial Group first reported a position in ILCB in Q2 2024 and held it in 6 quarters. The position peaked at $249K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • New Century Financial Group reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,695 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $249K.
  • New Century Financial Group first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and held it in 6 quarters.
  • New Century Financial Group's iShares Morningstar US Equity ETF position peaked at $249K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.