Tyler-Stone Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$802K	Buy	9,346 +459	+5%	+$36.3K	0.13%	148
2025 Q1	$687K	Buy	8,887 +503	+6%	+$41K	0.12%	153
2024 Q4	$680K	Buy	8,384 +206	+3%	+$16.8K	0.12%	153
2024 Q3	$648K	Buy	8,178 +4,094	+100%	+$313K	0.12%	153
2024 Q2	$307K	Hold	4,084	–	–	0.13%	140
2024 Q1	$296K	Buy	4,084 +800	+24%	+$55.1K	0.13%	148
2023 Q4	$216K	Hold	3,284	–	–	0.11%	169
2023 Q3	$193K	Hold	3,284	–	–	0.11%	160
2023 Q2	$201K	Buy	+3,284	New	+$190K	0.11%	160
2022 Q4	$173K	Buy	3,284 +360	+12%	+$19.1K	0.12%	157
2022 Q3	$144K	Hold	2,924	–	–	0.11%	166
2022 Q2	$152K	Hold	2,924	–	–	0.1%	176
2022 Q1	$184K	Hold	2,924	–	–	0.1%	185
2021 Q4	$194K	Buy	+2,924	New	+$189K	0.1%	185

Other funds holding ILCB

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

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

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

ETC

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Tyler-Stone Wealth Management's ILCB Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares Morningstar US Equity ETF (ILCB) stake by 5.2% in Q2 2025, buying an estimated $36.3K and bringing the position to 9,346 shares worth $802K. The position accounts for 0.13% of the portfolio, ranked #148.

Tyler-Stone Wealth Management first reported a position in ILCB in Q4 2021 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

Tyler-Stone Wealth Management held 9,346 shares of iShares Morningstar US Equity ETF worth $802K as of Q2 2025.
Tyler-Stone Wealth Management bought 459 iShares Morningstar US Equity ETF shares in Q2 2025, an estimated $36.3K.
iShares Morningstar US Equity ETF made up 0.13% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #148 holding.
Tyler-Stone Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2021 and has held it in 14 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.