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Principal Securities’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Principal Securities’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
Q4 		– Sell
-399
Closed -$36.9K – 2396
2025
Q3 		$36.9K Hold
399
– – ﹤0.01% 2106
2025
Q2 		$34.2K Buy
399
+7
+2% +$554 ﹤0.01% 2058
2025
Q1 		$31.8K Hold
392
– – ﹤0.01% 1964
2024
Q4 		$31.8K Sell
392
-3
-0.8% -$245 ﹤0.01% 1961
2024
Q3 		$31.3K Buy
395
+271
+219% +$20.7K ﹤0.01% 1898
2024
Q2 		$9.32K Hold
124
– – ﹤0.01% 2425
2024
Q1 		$8.99K Hold
124
– – ﹤0.01% 2380
2023
Q4 		$8.15K Buy
+124
New +$7.62K ﹤0.01% 2350

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's ILCB Position: Q4 2025 in Review

Principal Securities sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 399 shares — an estimated $36.9K sold.

Principal Securities first reported a position in ILCB in Q4 2023 and held it in 8 quarters. The position peaked at $36.9K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • Principal Securities reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 399 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $36.9K.
  • Principal Securities first reported a position in iShares Morningstar US Equity ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Morningstar US Equity ETF position peaked at $36.9K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.