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

Strategic Investment Advisors’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
2024
Q1 		– Sell
-3,598
Closed -$237K – 247
2023
Q4 		$237K Hold
3,598
– – 0.03% 221
2023
Q3 		$212K Buy
+3,598
New +$221K 0.03% 224

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Investment Advisors's ILCB Position: Q1 2024 in Review

Strategic Investment Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2024, closing a stake of 3,598 shares — an estimated $237K sold.

Strategic Investment Advisors first reported a position in ILCB in Q3 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 153 funds tracked by Wall St. Rank hold ILCB as of Q1 2024.

  • Strategic Investment Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 3,598 iShares Morningstar US Equity ETF shares in Q1 2024, an estimated $237K.
  • Strategic Investment Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2023 and held it in 2 quarters.
  • Strategic Investment Advisors's iShares Morningstar US Equity ETF position peaked at $237K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2024.

Based on Strategic Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.