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Vima LLC’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Vima LLC’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
2024
Q2 		– Sell
-728
Closed -$41.1K – 196
2024
Q1 		$41.1K Hold
728
– – 0.05% 125
2023
Q4 		$47.9K Buy
+728
New +$44.8K 0.11% 125

Other funds holding ILCB

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vima LLC's ILCB Position: Q2 2024 in Review

Vima LLC sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2024, closing a stake of 728 shares — an estimated $41.1K sold.

Vima LLC first reported a position in ILCB in Q4 2023 and held it in 2 quarters. The position peaked at $47.9K in Q4 2023. 162 funds tracked by Wall St. Rank hold ILCB as of Q2 2024.

  • Vima LLC reported no remaining iShares Morningstar US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 728 iShares Morningstar US Equity ETF shares in Q2 2024, an estimated $41.1K.
  • Vima LLC first reported a position in iShares Morningstar US Equity ETF in Q4 2023 and held it in 2 quarters.
  • Vima LLC's iShares Morningstar US Equity ETF position peaked at $47.9K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.