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Sowell Financial Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Sowell Financial Services’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
2022
Q1 		– Sell
-24,841
Closed -$1.65M – 325
2021
Q4 		$1.65M Buy
24,841
+4,653
+23% +$301K 0.09% 240
2021
Q3 		$1.23M Buy
20,188
+5,631
+39% +$351K 0.08% 261
2021
Q2 		$884K Sell
14,557
-32,151
-69% -$1.9M 0.06% 329
2021
Q1 		$689K Buy
+46,708
New +$2.57M 0.02% 529

Other funds holding ILCB

EH
Equitable Holdings New York $16.7B AUM 24.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's ILCB Position: Q1 2022 in Review

Sowell Financial Services sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2022, closing a stake of 24,841 shares — an estimated $1.65M sold.

Sowell Financial Services first reported a position in ILCB in Q1 2021 and held it in 4 quarters. The position peaked at $1.65M in Q4 2021. 137 funds tracked by Wall St. Rank hold ILCB as of Q1 2022.

  • Sowell Financial Services reported no remaining iShares Morningstar US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 24,841 iShares Morningstar US Equity ETF shares in Q1 2022, an estimated $1.65M.
  • Sowell Financial Services first reported a position in iShares Morningstar US Equity ETF in Q1 2021 and held it in 4 quarters.
  • Sowell Financial Services's iShares Morningstar US Equity ETF position peaked at $1.65M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.