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Silvercrest Asset Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Silvercrest Asset Management’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
Q4 		– Sell
-2,364
Closed -$218K – 881
2025
Q3 		$218K Hold
2,364
– – ﹤0.01% 798
2025
Q2 		$203K Buy
+2,364
New +$187K ﹤0.01% 818

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Silvercrest Asset Management's ILCB Position: Q4 2025 in Review

Silvercrest Asset Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2025, closing a stake of 2,364 shares — an estimated $218K sold.

Silvercrest Asset Management first reported a position in ILCB in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

  • Silvercrest Asset Management reported no remaining iShares Morningstar US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 2,364 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $218K.
  • Silvercrest Asset Management first reported a position in iShares Morningstar US Equity ETF in Q2 2025 and held it in 2 quarters.
  • Silvercrest Asset Management's iShares Morningstar US Equity ETF position peaked at $218K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

Based on Silvercrest Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.