Optivise Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Optivise Advisory Services’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	$301K	Sell	2,900 -66	-2%	-$6.62K	0.15%	157
2026 Q1	$267K	Sell	2,966 -1	-0%	-$94	0.16%	145
2025 Q4	$280K	Buy	2,967 +108	+4%	+$10.1K	0.16%	142
2025 Q3	$264K	Sell	2,859 -812	-22%	-$72.2K	0.16%	147
2025 Q2	$315K	Sell	3,671 -61	-2%	-$4.83K	0.16%	131
2025 Q1	$288K	Sell	3,732 -244	-6%	-$19.9K	0.16%	131
2024 Q4	$323K	Sell	3,976 -386	-9%	-$31.5K	0.17%	119
2024 Q3	$346K	Buy	4,362 +22	+0.5%	+$1.68K	0.18%	106
2024 Q2	$326K	Buy	+4,340	New	+$314K	0.18%	120

Other funds holding ILCB

Wealth Enhancement Advisory Services

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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return