United Capital Financial Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

United Capital Financial Advisors’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	$325K	Buy	3,616 +64	+2%	+$6.01K	﹤0.01%	1309
2025 Q4	$335K	Buy	+3,552	New	+$333K	﹤0.01%	1122
2022 Q2	–	Sell	-3,552	Closed	-$223K	–	1156
2022 Q1	$223K	Hold	3,552	–	–	﹤0.01%	1088
2021 Q4	$236K	Hold	3,552	–	–	﹤0.01%	1098
2021 Q3	$216K	Sell	3,552 -324	-8%	-$20.2K	﹤0.01%	1117
2021 Q2	$235K	Hold	3,876	–	–	﹤0.01%	1103
2021 Q1	$217K	Hold	3,876	–	–	﹤0.01%	1093
2020 Q4	$210K	Buy	+3,876	New	+$198K	﹤0.01%	1114
2020 Q1	–	Sell	-4,932	Closed	-$227K	–	1280
2019 Q4	$227K	Sell	4,932 -64	-1%	-$2.81K	﹤0.01%	1245
2019 Q3	$210K	Buy	+4,996	New	+$208K	﹤0.01%	1177

Other funds holding ILCB

ETC

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

United Capital Financial Advisors's ILCB Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Morningstar US Equity ETF (ILCB) stake by 1.8% in Q1 2026, buying an estimated $6.01K and bringing the position to 3,616 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

United Capital Financial Advisors first reported a position in ILCB in Q3 2019 and has held it in 10 quarters since. The position peaked at $335K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

United Capital Financial Advisors held 3,616 shares of iShares Morningstar US Equity ETF worth $325K as of Q1 2026.
United Capital Financial Advisors bought 64 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $6.01K.
iShares Morningstar US Equity ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1309 holding.
United Capital Financial Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2019 and has held it in 10 quarters since.
United Capital Financial Advisors's iShares Morningstar US Equity ETF position peaked at $335K in Q4 2025.
181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.