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Siligmueller & Norvid Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025
Q3 		– Sell
-9,844
Closed -$852K – 193
2025
Q2 		$852K Hold
9,844
– – 0.33% 51
2025
Q1 		$761K Hold
9,844
– – 0.32% 52
2024
Q4 		$799K Buy
+9,844
New +$803K 0.34% 53

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ILCB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2025, closing a stake of 9,844 shares — an estimated $852K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in ILCB in Q4 2024 and held it in 3 quarters. The position peaked at $852K in Q2 2025. 169 funds tracked by Wall St. Rank hold ILCB as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 9,844 iShares Morningstar US Equity ETF shares in Q3 2025, an estimated $852K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $852K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.