VFPW
ILCB icon

Vantage Financial Partners (Wisconsin)’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$636K Sell
6,734
-326
-5% -$30.5K 0.13% 98
2025
Q3 		$653K Sell
7,060
-279
-4% -$24.8K 0.14% 97
2025
Q2 		$630K Sell
7,339
-259
-3% -$20.5K 0.15% 99
2025
Q1 		$587K Sell
7,598
-260
-3% -$21.2K 0.15% 93
2024
Q4 		$638K Buy
7,858
+1,037
+15% +$84.6K 0.16% 85
2024
Q3 		$540K Buy
6,821
+3,660
+116% +$279K 0.13% 103
2024
Q2 		$238K Sell
3,161
-5,281
-63% -$382K 0.06% 126
2024
Q1 		$612K Sell
8,442
-1,615
-16% -$111K 0.16% 71
2023
Q4 		$661K Buy
10,057
+4,094
+69% +$252K 0.19% 55
2023
Q3 		$351K Sell
5,963
-4,205
-41% -$258K 0.14% 53
2023
Q2 		$621K Sell
10,168
-24,862
-71% -$1.43M 0.23% 30
2023
Q1 		$1.98M Buy
+35,030
New +$1.93M 0.79% 24

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return