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RHL Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

RHL 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
2026
Q2 		$6.34K Buy
61
+16
+36% +$1.61K 0.01% 204
2026
Q1 		$4.04K Buy
+45
New +$4.23K ﹤0.01% 194

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RHL Group's ILCB Position: Q2 2026 in Review

RHL Group increased its iShares Morningstar US Equity ETF (ILCB) stake by 36% in Q2 2026, buying an estimated $1.61K and bringing the position to 61 shares worth $6.34K. The position accounts for 0.01% of the portfolio, ranked #204.

RHL Group first reported a position in ILCB in Q1 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • RHL Group held 61 shares of iShares Morningstar US Equity ETF worth $6.34K as of Q2 2026.
  • RHL Group bought 16 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $1.61K.
  • iShares Morningstar US Equity ETF made up 0.01% of RHL Group's portfolio in Q2 2026, its #204 holding.
  • RHL Group first reported a position in iShares Morningstar US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.