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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
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 $14.1B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westside Investment Management's ILCB Position: Q1 2026 in Review

Westside Investment Management increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.44% in Q1 2026, buying an estimated $94 and bringing the position to 228 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Westside Investment Management first reported a position in ILCB in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.5K in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Westside Investment Management held 228 shares of iShares Morningstar US Equity ETF worth $20.5K as of Q1 2026.
  • Westside Investment Management bought 1 iShares Morningstar US Equity ETF share in Q1 2026, an estimated $94.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #888 holding.
  • Westside Investment Management first reported a position in iShares Morningstar US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Westside Investment Management's iShares Morningstar US Equity ETF position peaked at $21.5K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.