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Steward Partners Investment Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$315K Sell
3,508
-265
-7% -$24.9K ﹤0.01% 1785
2025
Q4 		$356K Sell
3,773
-72
-2% -$6.74K ﹤0.01% 1616
2025
Q3 		$355K Buy
3,845
+63
+2% +$5.6K ﹤0.01% 1562
2025
Q2 		$324K Buy
3,782
+357
+10% +$28.3K ﹤0.01% 1520
2025
Q1 		$265K Sell
3,425
-593
-15% -$48.3K ﹤0.01% 1511
2024
Q4 		$326K Buy
4,018
+333
+9% +$27.2K ﹤0.01% 1358
2024
Q3 		$292K Buy
3,685
+1,453
+65% +$111K ﹤0.01% 1350
2024
Q2 		$168K Buy
2,232
+773
+53% +$55.9K ﹤0.01% 1526
2024
Q1 		$106K Buy
1,459
+1,274
+689% +$87.7K ﹤0.01% 1739
2023
Q4 		$12.2K Hold
185
– – ﹤0.01% 2623
2023
Q3 		$10.9K Hold
185
– – ﹤0.01% 2565
2023
Q2 		$11.3K Hold
185
– – ﹤0.01% 2525
2023
Q1 		$10.4K Sell
185
-228
-55% -$12.5K ﹤0.01% 2522
2022
Q4 		$21.7K Hold
413
– – ﹤0.01% 2204
2022
Q3 		$20K Hold
413
– – ﹤0.01% 2226
2022
Q2 		$21K Sell
413
-240
-37% -$13.6K ﹤0.01% 2203
2022
Q1 		$41K Hold
653
– – ﹤0.01% 2020
2021
Q4 		$43K Hold
653
– – ﹤0.01% 1987
2021
Q3 		$40K Sell
653
-35
-5% -$2.19K ﹤0.01% 2002
2021
Q2 		$42K Sell
688
-2,828
-80% -$167K ﹤0.01% 3683
2021
Q1 		$197K Buy
3,516
+2,828
+411% +$155K ﹤0.01% 1309
2020
Q4 		$37K Hold
688
– – ﹤0.01% 1810
2020
Q3 		$34K Hold
688
– – ﹤0.01% 1666
2020
Q2 		$30K Hold
688
– – ﹤0.01% 1610
2020
Q1 		$25K Hold
688
– – ﹤0.01% 1522
2019
Q4 		$31K Hold
688
– – ﹤0.01% 1603
2019
Q3 		$28K Hold
688
– – ﹤0.01% 1606
2019
Q2 		$28K Buy
+688
New +$28.1K ﹤0.01% 1570
2018
Q4 		– Sell
-688
Closed -$29K – 1419
2018
Q3 		$29K Hold
688
– – ﹤0.01% 1395
2018
Q2 		$26K Sell
688
-3,504
-84% -$136K ﹤0.01% 1360
2018
Q1 		$160K Buy
4,192
+2,288
+120% +$91.6K 0.01% 660
2017
Q4 		$75K Buy
1,904
+508
+36% +$19.8K 0.01% 703
2017
Q3 		$52K Buy
1,396
+1,024
+275% +$38.1K 0.01% 682
2017
Q2 		$13K Buy
372
+92
+33% +$3.33K ﹤0.01% 985
2017
Q1 		$9K Buy
+280
New +$9.72K ﹤0.01% 968

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
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
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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's ILCB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Morningstar US Equity ETF (ILCB) stake by 7% in Q1 2026, selling an estimated $24.9K and leaving 3,508 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Steward Partners Investment Advisory first reported a position in ILCB in Q1 2017 and has held it in 35 quarters since. The position peaked at $356K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Steward Partners Investment Advisory held 3,508 shares of iShares Morningstar US Equity ETF worth $315K as of Q1 2026.
  • Steward Partners Investment Advisory sold 265 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $24.9K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1785 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar US Equity ETF in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's iShares Morningstar US Equity ETF position peaked at $356K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.