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Sage Rhino Capital’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Sage Rhino Capital’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
Q1 		$202K Hold
2,248
– – 0.04% 299
2025
Q4 		$212K Hold
2,248
– – 0.04% 265
2025
Q3 		$208K Buy
+2,248
New +$200K 0.04% 262

Other funds holding ILCB

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Rhino Capital's ILCB Position: Q1 2026 in Review

Sage Rhino Capital held its iShares Morningstar US Equity ETF (ILCB) position steady in Q1 2026 at 2,248 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #299.

Sage Rhino Capital first reported a position in ILCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $212K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Sage Rhino Capital held 2,248 shares of iShares Morningstar US Equity ETF worth $202K as of Q1 2026.
  • Sage Rhino Capital left its iShares Morningstar US Equity ETF share count unchanged in Q1 2026.
  • iShares Morningstar US Equity ETF made up 0.04% of Sage Rhino Capital's portfolio in Q1 2026, its #299 holding.
  • Sage Rhino Capital first reported a position in iShares Morningstar US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Sage Rhino Capital's iShares Morningstar US Equity ETF position peaked at $212K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.