Wealthcare Advisory Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Wealthcare Advisory Partners’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	$244K	Hold	2,350	–	–	﹤0.01%	961
2026 Q1	$211K	Hold	2,350	–	–	﹤0.01%	1007
2025 Q4	$222K	Hold	2,350	–	–	﹤0.01%	984
2025 Q3	$217K	Hold	2,350	–	–	﹤0.01%	953
2025 Q2	$202K	Buy	+2,350	New	+$186K	﹤0.01%	933
2021 Q2	–	Sell	-2,340	Closed	-$131K	–	1177
2021 Q1	$131K	Buy	+2,340	New	+$129K	0.01%	587
2020 Q2	–	Sell	-2,340	Closed	-$86K	–	835
2020 Q1	$86K	Sell	2,340 -1,776	-43%	-$77.8K	0.01%	403
2019 Q4	$190K	Sell	4,116 -280	-6%	-$12.3K	0.02%	308
2019 Q3	$185K	Hold	4,396	–	–	0.03%	286
2019 Q2	$181K	Hold	4,396	–	–	0.03%	284
2019 Q1	$176K	Hold	4,396	–	–	0.03%	256
2018 Q4	$157K	Sell	4,396 -4,768	-52%	-$186K	0.03%	243
2018 Q3	$386K	Hold	9,164	–	–	0.07%	150
2018 Q2	$353K	Buy	9,164 +4,768	+108%	+$185K	0.07%	152
2018 Q1	$168K	Hold	4,396	–	–	0.04%	212
2017 Q4	$175K	Hold	4,396	–	–	0.05%	192
2017 Q3	$166K	Buy	+4,396	New	+$164K	0.05%	160

Other funds holding ILCB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

JWCA

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

SMWM

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $247M AUM 24.53% 1-Year Est. Return

LCM

Liberty Capital Management Birmingham, Michigan $582M AUM

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealthcare Advisory Partners's ILCB Position: Q2 2026 in Review

Wealthcare Advisory Partners held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2026 at 2,350 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Wealthcare Advisory Partners first reported a position in ILCB in Q3 2017 and has held it in 17 quarters since. The position peaked at $386K in Q3 2018. 36 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Wealthcare Advisory Partners held 2,350 shares of iShares Morningstar US Equity ETF worth $244K as of Q2 2026.
Wealthcare Advisory Partners left its iShares Morningstar US Equity ETF share count unchanged in Q2 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #961 holding.
Wealthcare Advisory Partners first reported a position in iShares Morningstar US Equity ETF in Q3 2017 and has held it in 17 quarters since.
Wealthcare Advisory Partners's iShares Morningstar US Equity ETF position peaked at $386K in Q3 2018.
36 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.