OneDigital Investment Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

OneDigital Investment Advisors’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	$795K	Sell	8,844 -6,888	-44%	-$647K	0.01%	768
2025 Q4	$1.48M	Buy	15,732 +51	+0.3%	+$4.78K	0.01%	548
2025 Q3	$1.45M	Buy	15,681 +43	+0.3%	+$3.82K	0.01%	536
2025 Q2	$1.34M	Buy	15,638 +25	+0.2%	+$1.98K	0.01%	548
2025 Q1	$1.21M	Buy	15,613 +4	+0%	+$326	0.01%	548
2024 Q4	$1.27M	Buy	15,609 +52	+0.3%	+$4.24K	0.01%	557
2024 Q3	$1.23M	Buy	15,557 +30	+0.2%	+$2.29K	0.01%	588
2024 Q2	$1.17M	Buy	15,527 +8,527	+122%	+$617K	0.01%	568
2024 Q1	$507K	Buy	+7,000	New	+$482K	0.01%	736

Other funds holding ILCB

ETC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's ILCB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Morningstar US Equity ETF (ILCB) stake by 44% in Q1 2026, selling an estimated $647K and leaving 8,844 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #768.

OneDigital Investment Advisors first reported a position in ILCB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

OneDigital Investment Advisors held 8,844 shares of iShares Morningstar US Equity ETF worth $795K as of Q1 2026.
OneDigital Investment Advisors sold 6,888 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $647K.
iShares Morningstar US Equity ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #768 holding.
OneDigital Investment Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's iShares Morningstar US Equity ETF position peaked at $1.48M in Q4 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.