NorthRock Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

NorthRock Partners’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	$219K	Buy	+2,109	New	+$212K	﹤0.01%	623

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NorthRock Partners's ILCB Position: Q2 2026 in Review

NorthRock Partners opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 2,109 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

143 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

NorthRock Partners held 2,109 shares of iShares Morningstar US Equity ETF worth $219K as of Q2 2026.
iShares Morningstar US Equity ETF was a new NorthRock Partners position in Q2 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #623 holding.
143 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.