RPSA
ILCB icon

Richard P. Slaughter Associates’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Richard P. Slaughter Associates’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 		$482K Sell
4,650
-241
-5% -$24.2K 0.09% 74
2026
Q1 		$440K Sell
4,891
-110
-2% -$10.3K 0.1% 73
2025
Q4 		$472K Hold
5,001
– – 0.1% 73
2025
Q3 		$462K Sell
5,001
-55
-1% -$4.89K 0.1% 80
2025
Q2 		$434K Hold
5,056
– – 0.09% 87
2025
Q1 		$391K Hold
5,056
– – 0.09% 90
2024
Q4 		$410K Hold
5,056
– – 0.09% 115
2024
Q3 		$401K Sell
5,056
-852
-14% -$65.1K 0.09% 119
2024
Q2 		$444K Sell
5,908
-279
-5% -$20.2K 0.1% 112
2024
Q1 		$448K Sell
6,187
-61
-1% -$4.2K 0.11% 119
2023
Q4 		$411K Hold
6,248
– – 0.1% 119
2023
Q3 		$368K Hold
6,248
– – 0.1% 113
2023
Q2 		$382K Sell
6,248
-152
-2% -$8.77K 0.11% 111
2023
Q1 		$361K Hold
6,400
– – 0.12% 112
2022
Q4 		$337K Sell
6,400
-160
-2% -$8.47K 0.11% 115
2022
Q3 		$323K Hold
6,560
– – 0.14% 112
2022
Q2 		$340K Hold
6,560
– – 0.15% 112
2022
Q1 		$412K Hold
6,560
– – 0.15% 115
2021
Q4 		$435K Buy
6,560
+256
+4% +$16.5K 0.15% 111
2021
Q3 		$382K Hold
6,304
– – 0.15% 108
2021
Q2 		$382K Hold
6,304
– – 0.15% 107
2021
Q1 		$353K Sell
6,304
-100
-2% -$5.5K 0.15% 106
2020
Q4 		$347K Hold
6,404
– – 0.15% 91
2020
Q3 		$312K Sell
6,404
-148
-2% -$7.06K 0.14% 91
2020
Q2 		$286K Sell
6,552
-1,400
-18% -$57.8K 0.12% 93
2020
Q1 		$291K Sell
7,952
-400
-5% -$17.5K 0.15% 90
2019
Q4 		$385K Buy
+8,352
New +$366K 0.15% 98

Other funds holding ILCB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Richard P. Slaughter Associates's ILCB Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its iShares Morningstar US Equity ETF (ILCB) stake by 4.9% in Q2 2026, selling an estimated $24.2K and leaving 4,650 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #74.

Richard P. Slaughter Associates first reported a position in ILCB in Q4 2019 and has held it in 27 quarters since. 35 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Richard P. Slaughter Associates held 4,650 shares of iShares Morningstar US Equity ETF worth $482K as of Q2 2026.
  • Richard P. Slaughter Associates sold 241 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $24.2K.
  • iShares Morningstar US Equity ETF made up 0.09% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #74 holding.
  • Richard P. Slaughter Associates first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.