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Allworth Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Allworth Financial’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 		$260K Sell
2,224
-25
-1% -$2.79K ﹤0.01% 1335
2026
Q1 		$215K Hold
2,249
– – ﹤0.01% 1360
2025
Q4 		$234K Buy
2,249
+607
+37% +$63.4K ﹤0.01% 1267
2025
Q3 		$171K Hold
1,642
– – ﹤0.01% 1382
2025
Q2 		$159K Hold
1,642
– – ﹤0.01% 1284
2025
Q1 		$133K Sell
1,642
-109
-6% -$9.66K ﹤0.01% 1100
2024
Q4 		$164K Hold
1,751
– – ﹤0.01% 1024
2024
Q3 		$147K Hold
1,751
– – ﹤0.01% 916
2024
Q2 		$141K Buy
+1,751
New +$134K ﹤0.01% 932

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

Allworth Financial's ILCG Position: Q2 2026 in Review

Allworth Financial reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.1% in Q2 2026, selling an estimated $2.79K and leaving 2,224 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Allworth Financial first reported a position in ILCG in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Allworth Financial held 2,224 shares of iShares Morningstar Growth ETF worth $260K as of Q2 2026.
  • Allworth Financial sold 25 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $2.79K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1335 holding.
  • Allworth Financial first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.