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Patriot Investment Management Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-520
Closed -$29.1K – 307
2022
Q4 		$29.1K Buy
+520
New +$27.5K ﹤0.01% 319
2020
Q3 		– Sell
-1,420
Closed -$62K – 413
2020
Q2 		$62K Buy
+1,420
New +$58.7K 0.01% 307

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Patriot Investment Management Group's ILCB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2023, closing a stake of 520 shares — an estimated $29.1K sold.

Patriot Investment Management Group first reported a position in ILCB in Q2 2020 and held it in 2 quarters. The position peaked at $62K in Q2 2020. 126 funds tracked by Wall St. Rank hold ILCB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Morningstar US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 520 iShares Morningstar US Equity ETF shares in Q1 2023, an estimated $29.1K.
  • Patriot Investment Management Group first reported a position in iShares Morningstar US Equity ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Morningstar US Equity ETF position peaked at $62K in Q2 2020.
  • 126 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.