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Tower Research Capital (TRC)’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Tower Research Capital (TRC)’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 		$158K Buy
+1,754
New +$165K ﹤0.01% 1812
2025
Q2 		– Sell
-15,009
Closed -$1.16M – 5405
2025
Q1 		$1.16M Buy
15,009
+13,303
+780% +$1.08M 0.03% 446
2024
Q4 		$138K Sell
1,706
-241
-12% -$19.7K ﹤0.01% 1959
2024
Q3 		$154K Sell
1,947
-402
-17% -$30.7K ﹤0.01% 1866
2024
Q2 		$177K Buy
2,349
+2,208
+1,566% +$160K ﹤0.01% 2172
2024
Q1 		$10.2K Sell
141
-1,422
-91% -$97.9K ﹤0.01% 3726
2023
Q4 		$103K Sell
1,563
-6,768
-81% -$416K ﹤0.01% 2627
2023
Q3 		$491K Buy
8,331
+4,088
+96% +$251K 0.02% 885
2023
Q2 		$259K Sell
4,243
-3,693
-47% -$213K 0.01% 1381
2023
Q1 		$448K Sell
7,936
-2,349
-23% -$129K 0.01% 897
2022
Q4 		$541K Buy
10,285
+505
+5% +$26.7K 0.02% 661
2022
Q3 		$483K Sell
9,780
-8,091
-45% -$444K 0.01% 1172
2022
Q2 		$929K Buy
17,871
+10,957
+158% +$620K 0.02% 743
2022
Q1 		$435K Buy
6,914
+1,177
+21% +$72.9K ﹤0.01% 1225
2021
Q4 		$381K Sell
5,737
-3,576
-38% -$231K 0.01% 1308
2021
Q3 		$565K Buy
9,313
+125
+1% +$7.8K 0.01% 898
2021
Q2 		$559K Buy
9,188
+1,340
+17% +$79K 0.01% 1092
2021
Q1 		$440K Buy
7,848
+2,964
+61% +$163K 0.01% 1342
2020
Q4 		$265K Buy
4,884
+676
+16% +$34.6K 0.01% 1487
2020
Q3 		$205K Sell
4,208
-3,524
-46% -$168K ﹤0.01% 2552
2020
Q2 		$337K Buy
7,732
+3,308
+75% +$137K 0.01% 1351
2020
Q1 		$162K Sell
4,424
-244
-5% -$10.7K 0.01% 834
2019
Q4 		$215K Buy
4,668
+1,508
+48% +$66.1K 0.02% 553
2019
Q3 		$133K Sell
3,160
-15,716
-83% -$654K 0.01% 1191
2019
Q2 		$780K Buy
18,876
+14,416
+323% +$589K 0.05% 333
2019
Q1 		$178K Sell
4,460
-19,092
-81% -$733K 0.01% 1169
2018
Q4 		$839K Sell
23,552
-6,672
-22% -$260K 0.06% 304
2018
Q3 		$1.27M Sell
30,224
-2,284
-7% -$93.4K 0.09% 165
2018
Q2 		$1.25M Sell
32,508
-3,800
-10% -$148K 0.07% 278
2018
Q1 		$1.39M Buy
36,308
+28,232
+350% +$1.13M 0.12% 132
2017
Q4 		$321K Sell
8,076
-18,268
-69% -$711K 0.04% 413
2017
Q3 		$992K Buy
+26,344
New +$980K 0.08% 136
2016
Q1 		– Sell
-916
Closed -$27K – 4505
2015
Q4 		$27K Buy
+916
New +$27.4K ﹤0.01% 986

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Tower Research Capital (TRC)'s ILCB Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 1,754 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in ILCB as recently as Q1 2025.

Tower Research Capital (TRC) first reported a position in ILCB in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.39M in Q1 2018. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Tower Research Capital (TRC) held 1,754 shares of iShares Morningstar US Equity ETF worth $158K as of Q1 2026.
  • iShares Morningstar US Equity ETF was a new Tower Research Capital (TRC) position in Q1 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1812 holding.
  • Tower Research Capital (TRC) first reported a position in iShares Morningstar US Equity ETF in Q4 2015 and has held it in 33 quarters since.
  • Tower Research Capital (TRC)'s iShares Morningstar US Equity ETF position peaked at $1.39M in Q1 2018.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.