Wealthquest Corp Has $238,000 Stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Wealthquest Corp lessened its position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB) by 4.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,168 shares of the company’s stock after selling 162 shares during the period. Wealthquest Corp’s holdings in iShares Morningstar U.S. Equity ETF were worth $238,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Chapin Davis Inc. boosted its position in iShares Morningstar U.S. Equity ETF by 2.9% during the 1st quarter. Chapin Davis Inc. now owns 7,884 shares of the company’s stock worth $571,000 after acquiring an additional 221 shares during the last quarter. Strategic Blueprint LLC grew its position in iShares Morningstar U.S. Equity ETF by 4.3% in the second quarter. Strategic Blueprint LLC now owns 9,314 shares of the company’s stock valued at $700,000 after purchasing an additional 384 shares in the last quarter. Creative Planning increased its stake in iShares Morningstar U.S. Equity ETF by 5.3% in the 2nd quarter. Creative Planning now owns 7,983 shares of the company’s stock valued at $600,000 after buying an additional 400 shares during the last quarter. Olistico Wealth LLC acquired a new position in shares of iShares Morningstar U.S. Equity ETF during the 2nd quarter worth about $39,000. Finally, J.W. Cole Advisors Inc. grew its holdings in shares of iShares Morningstar U.S. Equity ETF by 2.2% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 26,643 shares of the company’s stock valued at $2,003,000 after acquiring an additional 563 shares in the last quarter.

iShares Morningstar U.S. Equity ETF Stock Performance

Shares of NYSEARCA ILCB opened at $79.23 on Tuesday. The stock has a 50 day moving average price of $76.30 and a 200 day moving average price of $74.20. The stock has a market capitalization of $974.53 million, a PE ratio of 26.03 and a beta of 1.01. iShares Morningstar U.S. Equity ETF has a 52 week low of $56.38 and a 52 week high of $79.40.

iShares Morningstar U.S. Equity ETF Profile

The iShares Morningstar U.S. Equity ETF (ILCB) is an exchange-traded fund that is based on the Morningstar US Large-Mid Cap index. The fund tracks a market cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum. ILCB was launched on Jun 28, 2004 and is managed by BlackRock.