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

Savant 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	$508K	Sell	5,657 -829	-13%	-$77.9K	﹤0.01%	902
2025 Q4	$612K	Sell	6,486 -5,770	-47%	-$540K	﹤0.01%	755
2025 Q3	$1.13M	Sell	12,256 -1,207	-9%	-$107K	0.01%	537
2025 Q2	$1.15M	Buy	13,463 +251	+2%	+$19.9K	0.01%	480
2025 Q1	$1.02M	Buy	13,212 +4	+0%	+$326	0.01%	470
2024 Q4	$1.07M	Sell	13,208 -12,910	-49%	-$1.05M	0.01%	627
2024 Q3	$2.07M	Buy	+26,118	New	+$1.99M	0.02%	418

Other funds holding ILCB

ETC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Savant Capital's ILCB Position: Q1 2026 in Review

Savant Capital reduced its iShares Morningstar US Equity ETF (ILCB) stake by 13% in Q1 2026, selling an estimated $77.9K and leaving 5,657 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Savant Capital first reported a position in ILCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2024. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Savant Capital held 5,657 shares of iShares Morningstar US Equity ETF worth $508K as of Q1 2026.
Savant Capital sold 829 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $77.9K.
iShares Morningstar US Equity ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #902 holding.
Savant Capital first reported a position in iShares Morningstar US Equity ETF in Q3 2024 and has held it in 7 quarters since.
Savant Capital's iShares Morningstar US Equity ETF position peaked at $2.07M in Q3 2024.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.