Stifel Financial
ILCB icon

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

Stifel Financial’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 		$1.12M Buy
10,806
+1,299
+14% +$130K ﹤0.01% 2484
2026
Q1 		$854K Buy
9,507
+214
+2% +$20.1K ﹤0.01% 2544
2025
Q4 		$877K Buy
9,293
+476
+5% +$44.6K ﹤0.01% 2529
2025
Q3 		$815K Buy
8,817
+2,969
+51% +$264K ﹤0.01% 2521
2025
Q2 		$502K Buy
5,848
+180
+3% +$14.2K ﹤0.01% 2773
2025
Q1 		$438K Sell
5,668
-4,139
-42% -$337K ﹤0.01% 2764
2024
Q4 		$796K Buy
9,807
+649
+7% +$53K ﹤0.01% 2401
2024
Q3 		$726K Buy
9,158
+2,799
+44% +$214K ﹤0.01% 2441
2024
Q2 		$478K Buy
6,359
+3,549
+126% +$257K ﹤0.01% 2644
2024
Q1 		$204K Sell
2,810
-403
-13% -$27.8K ﹤0.01% 3092
2023
Q4 		$211K Buy
+3,213
New +$198K ﹤0.01% 3039
2023
Q3 		– Sell
-3,391
Closed -$207K – 3344
2023
Q2 		$207K Buy
+3,391
New +$196K ﹤0.01% 3032
2022
Q2 		– Sell
-3,338
Closed -$210K – 3395
2022
Q1 		$210K Sell
3,338
-1,498
-31% -$92.7K ﹤0.01% 3100
2021
Q4 		$321K Sell
4,836
-60
-1% -$3.88K ﹤0.01% 2873
2021
Q3 		$297K Sell
4,896
-1,175
-19% -$73.3K ﹤0.01% 2911
2021
Q2 		$369K Sell
6,071
-1
-0% -$59 ﹤0.01% 2760
2021
Q1 		$340K Sell
6,072
-8
-0.1% -$440 ﹤0.01% 2710
2020
Q4 		$330K Buy
6,080
+8
+0.1% +$409 ﹤0.01% 2545
2020
Q3 		$296K Sell
6,072
-672
-10% -$32K ﹤0.01% 2411
2020
Q2 		$294K Sell
6,744
-300
-4% -$12.4K ﹤0.01% 2381
2020
Q1 		$258K Buy
7,044
+1,260
+22% +$55.2K ﹤0.01% 2283
2019
Q4 		$267K Sell
5,784
-652
-10% -$28.6K ﹤0.01% 2601
2019
Q3 		$271K Buy
+6,436
New +$268K ﹤0.01% 2497

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's ILCB Position: Q2 2026 in Review

Stifel Financial increased its iShares Morningstar US Equity ETF (ILCB) stake by 14% in Q2 2026, buying an estimated $130K and bringing the position to 10,806 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Stifel Financial first reported a position in ILCB in Q3 2019 and has held it in 23 quarters since. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

  • Stifel Financial held 10,806 shares of iShares Morningstar US Equity ETF worth $1.12M as of Q2 2026.
  • Stifel Financial bought 1,299 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $130K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2484 holding.
  • Stifel Financial first reported a position in iShares Morningstar US Equity ETF in Q3 2019 and has held it in 23 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.