Wealth Enhancement Advisory Services’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$17.2M	Sell	164,364 -4,324	-3%	-$434K	0.03%	488
2026 Q1	$15.3M	Buy	168,688 +3,196	+2%	+$300K	0.03%	465
2025 Q4	$15.9M	Sell	165,492 -383	-0.2%	-$35.9K	0.02%	544
2025 Q3	$15.4M	Sell	165,875 -687	-0.4%	-$61.1K	0.02%	518
2025 Q2	$14.4M	Sell	166,562 -12,899	-7%	-$1.02M	0.02%	524
2025 Q1	$13.9M	Buy	179,461 +5,939	+3%	+$484K	0.03%	501
2024 Q4	$14.1M	Sell	173,522 -13,253	-7%	-$1.08M	0.03%	468
2024 Q3	$14.8M	Sell	186,775 -5,553	-3%	-$424K	0.03%	419
2024 Q2	$14.5M	Sell	192,328 -20,187	-9%	-$1.46M	0.03%	395
2024 Q1	$15.4M	Sell	212,515 -2,684	-1%	-$185K	0.04%	375
2023 Q4	$14.2M	Sell	215,199 -4,113	-2%	-$253K	0.04%	363
2023 Q3	$12.9M	Buy	+219,312	New	+$13.5M	0.04%	357
2023 Q1	–	Sell	-15,538	Closed	-$858K	–	539
2022 Q4	$858K	Hold	15,538	–	–	0.01%	239
2022 Q3	$778K	Hold	15,538	–	–	0.01%	250
2022 Q2	$834K	Hold	15,538	–	–	0.01%	253
2022 Q1	$986K	Hold	15,538	–	–	0.01%	235
2021 Q4	$972K	Hold	15,538	–	–	0.01%	221
2021 Q3	$1M	Hold	15,538	–	–	0.01%	213
2021 Q2	$953K	Sell	15,538 -2	-0%	-$118	0.02%	205
2021 Q1	$892K	Hold	15,540	–	–	0.02%	204
2020 Q4	$840K	Hold	15,540	–	–	0.02%	180
2020 Q3	$793K	Hold	15,540	–	–	0.02%	179
2020 Q2	$722K	Hold	15,540	–	–	0.02%	180
2020 Q1	$629K	Hold	15,540	–	–	0.02%	178
2019 Q4	$717K	Hold	15,540	–	–	0.03%	181
2019 Q3	$654K	Hold	15,540	–	–	0.03%	177
2019 Q2	$658K	Buy	+15,540	New	+$635K	0.03%	176

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's ILCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Morningstar US Equity ETF (ILCB) stake by 2.6% in Q2 2026, selling an estimated $434K and leaving 164,364 shares worth $17.2M. The position accounts for 0.03% of the portfolio, ranked #488.

Wealth Enhancement Advisory Services first reported a position in ILCB in Q2 2019 and has held it in 27 quarters since. 74 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Wealth Enhancement Advisory Services held 164,364 shares of iShares Morningstar US Equity ETF worth $17.2M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,324 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $434K.
iShares Morningstar US Equity ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #488 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Morningstar US Equity ETF in Q2 2019 and has held it in 27 quarters since.
74 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.