PrairieView Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

PrairieView Partners’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
2025 Q2	$3K	Hold	36	–	–	﹤0.01%	327
2025 Q1	$2K	Hold	36	–	–	﹤0.01%	331
2024 Q4	$2K	Hold	36	–	–	﹤0.01%	334
2024 Q3	$2K	Hold	36	–	–	﹤0.01%	329
2024 Q2	$2K	Hold	36	–	–	﹤0.01%	341
2024 Q1	$3K	Hold	36	–	–	﹤0.01%	325
2023 Q4	$2K	Hold	36	–	–	﹤0.01%	329
2023 Q3	$2K	Hold	36	–	–	﹤0.01%	345
2023 Q2	$2K	Hold	36	–	–	﹤0.01%	397
2023 Q1	$2K	Hold	36	–	–	﹤0.01%	378
2022 Q4	$1K	Hold	36	–	–	﹤0.01%	437
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	393
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	410
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	408
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	389
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	335
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	324
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	332
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	289
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	281
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	277
2020 Q1	$1K	Buy	+36	New	+$1.58K	﹤0.01%	279

Other funds holding ILCB

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PrairieView Partners's ILCB Position: Q2 2025 in Review

PrairieView Partners held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2025 at 36 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

PrairieView Partners first reported a position in ILCB in Q1 2020 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

PrairieView Partners held 36 shares of iShares Morningstar US Equity ETF worth $3K as of Q2 2025.
PrairieView Partners left its iShares Morningstar US Equity ETF share count unchanged in Q2 2025.
iShares Morningstar US Equity ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #327 holding.
PrairieView Partners first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and has held it in 22 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.