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Synergy Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Synergy Investment 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
2026
Q1 		$129K Buy
+1,433
New +$135K 0.04% 177
2025
Q2 		– Sell
-2,846
Closed -$220K – 310
2025
Q1 		$220K Hold
2,846
– – 0.09% 114
2024
Q4 		$231K Buy
+2,846
New +$232K 0.1% 105

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

Synergy Investment Management's ILCB Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 1,433 shares worth $129K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ILCB as recently as Q1 2025.

Synergy Investment Management first reported a position in ILCB in Q4 2024 and has held it in 3 quarters since. The position peaked at $231K in Q4 2024. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Synergy Investment Management held 1,433 shares of iShares Morningstar US Equity ETF worth $129K as of Q1 2026.
  • iShares Morningstar US Equity ETF was a new Synergy Investment Management position in Q1 2026.
  • iShares Morningstar US Equity ETF made up 0.04% of Synergy Investment Management's portfolio in Q1 2026, its #177 holding.
  • Synergy Investment Management first reported a position in iShares Morningstar US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares Morningstar US Equity ETF position peaked at $231K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.