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

Spire 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
2021
Q2 		– Sell
-280
Closed -$16K – 2761
2021
Q1 		$16K Buy
+280
New +$15.4K ﹤0.01% 2240

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $68.3B AUM 20.5% 1-Year Est. Return

Spire Wealth Management's ILCB Position: Q2 2021 in Review

Spire Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2021, closing a stake of 280 shares — an estimated $16K sold.

Spire Wealth Management first reported a position in ILCB in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 123 funds tracked by Wall St. Rank hold ILCB as of Q2 2021.

  • Spire Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 280 iShares Morningstar US Equity ETF shares in Q2 2021, an estimated $16K.
  • Spire Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's iShares Morningstar US Equity ETF position peaked at $16K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.