SAW
ILCB icon

Signal Advisors Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Signal Advisors Wealth’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 		$261K Sell
2,522
-1,211
-32% -$122K 0.01% 567
2026
Q1 		$335K Sell
3,733
-27
-0.7% -$2.54K 0.02% 447
2025
Q4 		$355K Buy
+3,760
New +$352K 0.03% 375

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signal Advisors Wealth's ILCB Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares Morningstar US Equity ETF (ILCB) stake by 32% in Q2 2026, selling an estimated $122K and leaving 2,522 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #567.

Signal Advisors Wealth first reported a position in ILCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Signal Advisors Wealth held 2,522 shares of iShares Morningstar US Equity ETF worth $261K as of Q2 2026.
  • Signal Advisors Wealth sold 1,211 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $122K.
  • iShares Morningstar US Equity ETF made up 0.01% of Signal Advisors Wealth's portfolio in Q2 2026, its #567 holding.
  • Signal Advisors Wealth first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Signal Advisors Wealth's iShares Morningstar US Equity ETF position peaked at $355K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.