SL
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Salomon & Ludwin’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Salomon & Ludwin’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 		$69.3K Hold
764
– – 0.01% 355
2025
Q4 		$72.7K Sell
764
-4
-0.5% -$375 0.01% 310
2025
Q3 		$71.3K Sell
768
-24
-3% -$2.13K 0.01% 299
2025
Q2 		$68.2K Hold
792
– – 0.01% 229
2025
Q1 		$61.2K Hold
792
– – 0.01% 226
2024
Q4 		$64.3K Sell
792
-25
-3% -$2.04K 0.01% 225
2024
Q3 		$64.7K Hold
817
– – 0.01% 232
2024
Q2 		$61.4K Sell
817
-59
-7% -$4.27K 0.01% 238
2024
Q1 		$63.5K Hold
876
– – 0.01% 323
2023
Q4 		$51.6K Hold
876
– – 0.01% 306
2023
Q3 		$51.6K Buy
+876
New +$53.7K 0.01% 306

Other funds holding ILCB

ETC
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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