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Silvia McColl Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Silvia McColl Wealth 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
2026
Q2 		$1.64M Sell
15,795
-1,720
-10% -$173K 0.98% 32
2026
Q1 		$1.57M Hold
17,515
– – 1.04% 29
2025
Q4 		$1.65M Sell
17,515
-1,800
-9% -$169K 1.1% 27
2025
Q3 		$1.79M Hold
19,315
– – 1.21% 24
2025
Q2 		$1.66M Hold
19,315
– – 1.2% 20
2025
Q1 		$1.49M Hold
19,315
– – 1.13% 20
2024
Q4 		$1.57M Hold
19,315
– – 1.17% 21
2024
Q3 		$1.53M Hold
19,315
– – 1.15% 20
2024
Q2 		$1.45M Hold
19,315
– – 1.2% 20
2024
Q1 		$1.38M Hold
19,315
– – 1.18% 19
2023
Q4 		$1.27M Hold
19,315
– – 1.14% 19
2023
Q3 		$1.14M Hold
19,315
– – 1.14% 21
2023
Q2 		$1.18M Hold
19,315
– – 1.09% 20
2023
Q1 		$1.09M Hold
19,315
– – 1.08% 22
2022
Q4 		$1.02M Buy
+19,315
New +$1.02M 1% 27

Other funds holding ILCB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LCM
Liberty Capital Management Birmingham, Michigan $582M AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Silvia McColl Wealth Management's ILCB Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its iShares Morningstar US Equity ETF (ILCB) stake by 9.8% in Q2 2026, selling an estimated $173K and leaving 15,795 shares worth $1.64M. The position accounts for 0.98% of the portfolio, ranked #32.

Silvia McColl Wealth Management first reported a position in ILCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2025. 33 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Silvia McColl Wealth Management held 15,795 shares of iShares Morningstar US Equity ETF worth $1.64M as of Q2 2026.
  • Silvia McColl Wealth Management sold 1,720 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $173K.
  • iShares Morningstar US Equity ETF made up 0.98% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Silvia McColl Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Silvia McColl Wealth Management's iShares Morningstar US Equity ETF position peaked at $1.79M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.