Strategic Blueprint’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Strategic Blueprint’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	$626K	Hold	6,040	–	–	0.03%	410
2026 Q1	$543K	Sell	6,040 -748	-11%	-$70.3K	0.03%	397
2025 Q4	$641K	Hold	6,788	–	–	0.04%	363
2025 Q3	$627K	Sell	6,788 -252	-4%	-$22.4K	0.03%	432
2025 Q2	$604K	Sell	7,040 -580	-8%	-$45.9K	0.03%	405
2025 Q1	$589K	Sell	7,620 -700	-8%	-$57K	0.03%	398
2024 Q4	$675K	Sell	8,320 -800	-9%	-$65.3K	0.04%	345
2024 Q3	$723K	Sell	9,120 -194	-2%	-$14.8K	0.05%	319
2024 Q2	$700K	Buy	9,314 +384	+4%	+$27.8K	0.05%	302
2024 Q1	$647K	Buy	8,930 +1,700	+24%	+$117K	0.05%	331
2023 Q4	$475K	Hold	7,230	–	–	0.04%	363
2023 Q3	$426K	Sell	7,230 -550	-7%	-$33.7K	0.04%	351
2023 Q2	$475K	Sell	7,780 -100	-1%	-$5.77K	0.05%	332
2023 Q1	$445K	Hold	7,880	–	–	0.05%	327
2022 Q4	$415K	Hold	7,880	–	–	0.05%	329
2022 Q3	$389K	Hold	7,880	–	–	0.05%	320
2022 Q2	$409K	Hold	7,880	–	–	0.05%	314
2022 Q1	$495K	Hold	7,880	–	–	0.06%	283
2021 Q4	$523K	Hold	7,880	–	–	0.07%	261
2021 Q3	$478K	Hold	7,880	–	–	0.07%	244
2021 Q2	$479K	Hold	7,880	–	–	0.08%	236
2021 Q1	$442K	Hold	7,880	–	–	0.09%	187
2020 Q4	$427K	Hold	7,880	–	–	0.11%	160
2020 Q3	$384K	Hold	7,880	–	–	0.12%	144
2020 Q2	$344K	Sell	7,880 -1,000	-11%	-$41.3K	0.12%	114
2020 Q1	$325K	Hold	8,880	–	–	0.19%	84
2019 Q4	$410K	Hold	8,880	–	–	0.28%	56
2019 Q3	$373K	Hold	8,880	–	–	0.28%	46
2019 Q2	$367K	Hold	8,880	–	–	0.31%	49
2019 Q1	$355K	Buy	8,880 +280	+3%	+$10.8K	0.32%	51
2018 Q4	$306K	Buy	+8,600	New	+$335K	0.44%	38

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Blueprint's ILCB Position: Q2 2026 in Review

Strategic Blueprint held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 6,040 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #410.

Strategic Blueprint first reported a position in ILCB in Q4 2018 and has held it in 31 quarters since. The position peaked at $723K in Q3 2024. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Strategic Blueprint held 6,040 shares of iShares Morningstar US Equity ETF worth $626K as of Q2 2026.
Strategic Blueprint left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #410 holding.
Strategic Blueprint first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and has held it in 31 quarters since.
Strategic Blueprint's iShares Morningstar US Equity ETF position peaked at $723K in Q3 2024.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.