Triad Wealth Partners’s iShares Morningstar Value ETF ILCV Stock Holding History

Triad Wealth Partners’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	+2,621	New	+$251K	0.02%	433

Other funds holding ILCV

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Triad Wealth Partners's ILCV Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in iShares Morningstar Value ETF (ILCV) in Q1 2026: 2,621 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

193 funds tracked by Wall St. Rank hold ILCV as of Q1 2026.

Triad Wealth Partners held 2,621 shares of iShares Morningstar Value ETF worth $244K as of Q1 2026.
iShares Morningstar Value ETF was a new Triad Wealth Partners position in Q1 2026.
iShares Morningstar Value ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #433 holding.
193 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.