Olistico Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Olistico Wealth’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	$35.2K	Sell	340 -140	-29%	-$14.1K	0.02%	183
2026 Q1	$43.1K	Hold	480	–	–	0.02%	171
2025 Q4	$45.3K	Buy	+480	New	+$45K	0.02%	168
2025 Q3	–	Sell	-516	Closed	-$44.3K	–	206
2025 Q2	$44.3K	Hold	516	–	–	0.02%	179
2025 Q1	$39.9K	Hold	516	–	–	0.02%	175
2024 Q4	$41.9K	Hold	516	–	–	0.02%	167
2024 Q3	$40.9K	Hold	516	–	–	0.03%	172
2024 Q2	$38.8K	Buy	+516	New	+$37.3K	0.02%	175

Other funds holding ILCB

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

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

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

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Olistico Wealth's ILCB Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Morningstar US Equity ETF (ILCB) stake by 29% in Q2 2026, selling an estimated $14.1K and leaving 340 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #183.

Olistico Wealth first reported a position in ILCB in Q2 2024 and has held it in 8 quarters since. The position peaked at $45.3K in Q4 2025. 28 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Olistico Wealth held 340 shares of iShares Morningstar US Equity ETF worth $35.2K as of Q2 2026.
Olistico Wealth sold 140 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $14.1K.
iShares Morningstar US Equity ETF made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #183 holding.
Olistico Wealth first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's iShares Morningstar US Equity ETF position peaked at $45.3K in Q4 2025.
28 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.