Westside Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Westside Investment Management’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	$15.6K	Sell	150 -78	-34%	-$7.83K	﹤0.01%	1007
2026 Q1	$20.5K	Buy	228 +1	+0.4%	+$94	﹤0.01%	888
2025 Q4	$21.5K	Buy	227 +1	+0.4%	+$94	﹤0.01%	845
2025 Q3	$21K	Hold	226	–	–	﹤0.01%	872
2025 Q2	$19.4K	Buy	226 +1	+0.4%	+$79	﹤0.01%	692
2025 Q1	$17.4K	Buy	225 +1	+0.4%	+$81	﹤0.01%	596
2024 Q4	$18.2K	Hold	224	–	–	﹤0.01%	586
2024 Q3	$17.7K	Buy	224 +1	+0.4%	+$76	﹤0.01%	597
2024 Q2	$16.8K	Buy	223 +1	+0.5%	+$72	﹤0.01%	582
2024 Q1	$16.1K	Buy	222 +1	+0.5%	+$69	﹤0.01%	556
2023 Q4	$14.6K	Buy	221 +1	+0.5%	+$61	﹤0.01%	540
2023 Q3	$13K	Hold	220	–	–	﹤0.01%	547
2023 Q2	$13.4K	Hold	220	–	–	﹤0.01%	542
2023 Q1	$12.4K	Buy	+220	New	+$12.1K	﹤0.01%	547

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

Westside Investment Management's ILCB Position: Q2 2026 in Review

Westside Investment Management reduced its iShares Morningstar US Equity ETF (ILCB) stake by 34% in Q2 2026, selling an estimated $7.83K and leaving 150 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Westside Investment Management first reported a position in ILCB in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.5K in Q4 2025. 191 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Westside Investment Management held 150 shares of iShares Morningstar US Equity ETF worth $15.6K as of Q2 2026.
Westside Investment Management sold 78 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $7.83K.
iShares Morningstar US Equity ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1007 holding.
Westside Investment Management first reported a position in iShares Morningstar US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Westside Investment Management's iShares Morningstar US Equity ETF position peaked at $21.5K in Q4 2025.
191 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.