O'Shaughnessy Asset Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History
Bought
Maintained
Sold
Other funds holding ILCB
ETC
O'Shaughnessy Asset Management's ILCB Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its iShares Morningstar US Equity ETF (ILCB) stake by 753% in Q2 2026, buying an estimated $208K and bringing the position to 2,345 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.
O'Shaughnessy Asset Management first reported a position in ILCB in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.
- O'Shaughnessy Asset Management held 2,345 shares of iShares Morningstar US Equity ETF worth $243K as of Q2 2026.
- O'Shaughnessy Asset Management bought 2,070 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $208K.
- iShares Morningstar US Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1943 holding.
- O'Shaughnessy Asset Management first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 3 quarters since.
- 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.