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 Q2	$76.6K	Sell	741 -23	-3%	-$2.31K	0.01%	353
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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salomon & Ludwin's ILCB Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Morningstar US Equity ETF (ILCB) stake by 3% in Q2 2026, selling an estimated $2.31K and leaving 741 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Salomon & Ludwin first reported a position in ILCB in Q3 2023 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Salomon & Ludwin held 741 shares of iShares Morningstar US Equity ETF worth $76.6K as of Q2 2026.
Salomon & Ludwin sold 23 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $2.31K.
iShares Morningstar US Equity ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #353 holding.
Salomon & Ludwin first reported a position in iShares Morningstar US Equity ETF in Q3 2023 and has held it in 12 quarters since.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.