Wealthcare Advisory Partners LLC ILCB ISHARES MORNINGSTAR LARGE-CAP

Ownership history in Wealthcare Advisory Partners LLC  ·  17 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported ISHARES MORNINGSTAR LARGE-CAP (ILCB) in 17 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows ILCB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ILCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in ISHARES MORNINGSTAR LARGE-CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ILCB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthcare Advisory Partners LLC held ILCB — position size vs. price
% of Fund (quarterly)    ILCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2,350 0% 0.00% $244K 2026-07-09 $104.22
2026 Q1 UNCHANGED 2,350 0% 0.00% $211K 2026-04-14 $95.82
2025 Q4 UNCHANGED 2,350 0% 0.00% $222K 2026-01-14 $95.03
2025 Q3 UNCHANGED 2,350 0% 0.00% $217K 2025-11-07 $92.37
2025 Q2 ADDED 2,350 +1,765 +301.7% 0.00% $202K 2025-07-22 $86.33
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners LLC and ILCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning ILCB?

Wealthcare Advisory Partners LLC reported ILCB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ILCB position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for ILCB was 0.00% in 2026 Q2.

What is the latest reported ILCB position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 2,350 shares, equal to 0.00% of portfolio, with an estimated market value of $244K.

What does the chart on this ILCB ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly ILCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Advisory Partners LLC time their ILCB position?

Based on 13F filing dates vs. subsequent ILCB price moves, Wealthcare Advisory Partners LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ILCB relative to SPY over the holding period was -1.5%.

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