PSI Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

PSI Advisors’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	-905	Closed	-$73.4K	–	842
2024 Q4	$73.4K	Buy	905 +3	+0.3%	+$245	0.02%	219
2024 Q3	$71.4K	Buy	902 +3	+0.3%	+$229	0.02%	226
2024 Q2	$67.5K	Buy	899 +3	+0.3%	+$217	0.02%	218
2024 Q1	$64.9K	Buy	896 +2	+0.2%	+$138	0.02%	223
2023 Q4	$58.7K	Buy	894 +9	+1%	+$553	0.02%	238
2023 Q3	$52.1K	Hold	885	–	–	0.02%	243
2023 Q2	$54.1K	Buy	885 +2	+0.2%	+$115	0.02%	234
2023 Q1	$49.8K	Buy	883 +4	+0.5%	+$220	0.02%	223
2022 Q4	$46.3K	Buy	879 +4	+0.5%	+$212	0.02%	228
2022 Q3	$43K	Buy	875 +4	+0.5%	+$219	0.02%	246
2022 Q2	$45K	Buy	871 +3	+0.3%	+$170	0.02%	266
2022 Q1	$55K	Buy	868 +3	+0.3%	+$186	0.02%	262
2021 Q4	$57K	Buy	865 +3	+0.3%	+$194	0.02%	268
2021 Q3	$52K	Buy	+862	New	+$53.8K	0.02%	286
2020 Q1	–	Sell	-640	Closed	-$29K	–	322
2019 Q4	$29K	Buy	+640	New	+$28.1K	0.02%	325

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

PSI Advisors's ILCB Position: Q1 2025 in Review

PSI Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2025, closing a stake of 905 shares — an estimated $73.4K sold.

PSI Advisors first reported a position in ILCB in Q4 2019 and held it in 15 quarters. The position peaked at $73.4K in Q4 2024. 171 funds tracked by Wall St. Rank hold ILCB as of Q1 2025.

PSI Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 905 iShares Morningstar US Equity ETF shares in Q1 2025, an estimated $73.4K.
PSI Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's iShares Morningstar US Equity ETF position peaked at $73.4K in Q4 2024.
171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.