Thurston Springer Miller Herd & Titak’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-604	Closed	-$57K	–	1377
2025 Q4	$57K	Buy	+604	New	+$56.6K	0.02%	456
2025 Q3	–	Sell	-1,877	Closed	-$161K	–	944
2025 Q2	$161K	Buy	1,877 +381	+25%	+$30.2K	0.02%	403
2025 Q1	$116K	Buy	1,496 +448	+43%	+$36.5K	0.02%	431
2024 Q4	$85.1K	Hold	1,048	–	–	0.02%	419
2024 Q3	$83K	Hold	1,048	–	–	0.02%	440
2024 Q2	$78.8K	Buy	+1,048	New	+$75.8K	0.02%	458

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ILCB Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2026, closing a stake of 604 shares — an estimated $57K sold.

Thurston Springer Miller Herd & Titak first reported a position in ILCB in Q2 2024 and held it in 6 quarters. The position peaked at $161K in Q2 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

Thurston Springer Miller Herd & Titak reported no remaining iShares Morningstar US Equity ETF position as of Q1 2026 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 604 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $57K.
Thurston Springer Miller Herd & Titak first reported a position in iShares Morningstar US Equity ETF in Q2 2024 and held it in 6 quarters.
Thurston Springer Miller Herd & Titak's iShares Morningstar US Equity ETF position peaked at $161K in Q2 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.