Wealthspire Advisors (New York)’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Wealthspire Advisors (New York)’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	$230K	Buy	+2,220	New	+$223K	﹤0.01%	1110

Other funds holding ILCB

ETC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s ILCB Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q2 2026: 2,220 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings.

191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Wealthspire Advisors (New York) held 2,220 shares of iShares Morningstar US Equity ETF worth $230K as of Q2 2026.
iShares Morningstar US Equity ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
iShares Morningstar US Equity ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1110 holding.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.