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Prospera Financial Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Prospera Financial 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
2025
Q1 		– Sell
-26,470
Closed -$2.15M – 1203
2024
Q4 		$2.15M Sell
26,470
-1,920
-7% -$157K 0.05% 353
2024
Q3 		$2.25M Buy
+28,390
New +$2.17M 0.06% 312

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prospera Financial Services's ILCB Position: Q1 2025 in Review

Prospera Financial Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2025, closing a stake of 26,470 shares — an estimated $2.15M sold.

Prospera Financial Services first reported a position in ILCB in Q3 2024 and held it in 2 quarters. The position peaked at $2.25M in Q3 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q1 2025.

  • Prospera Financial Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 26,470 iShares Morningstar US Equity ETF shares in Q1 2025, an estimated $2.15M.
  • Prospera Financial Services first reported a position in iShares Morningstar US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Prospera Financial Services's iShares Morningstar US Equity ETF position peaked at $2.25M in Q3 2024.
  • 171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.