5W
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5T Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

5T Wealth’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
+2,091
New +$234K 0.09% 123
2026
Q1 		– Sell
-2,051
Closed -$213K – 134
2025
Q4 		$213K Sell
2,051
-8
-0.4% -$835 0.09% 121
2025
Q3 		$215K Buy
+2,059
New +$207K 0.09% 109

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

5T Wealth's ILCG Position: Q2 2026 in Review

5T Wealth opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,091 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings. This is a return to the name: 5T Wealth previously reported a position in ILCG as recently as Q4 2025.

5T Wealth first reported a position in ILCG in Q3 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • 5T Wealth held 2,091 shares of iShares Morningstar Growth ETF worth $245K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new 5T Wealth position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.09% of 5T Wealth's portfolio in Q2 2026, its #123 holding.
  • 5T Wealth first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.