AG
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AmeriFlex Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-610
Closed -$49.4K – 1171
2025
Q1 		$49.4K Hold
610
– – 0.02% 465
2024
Q4 		$56K Buy
+610
New +$53.9K 0.03% 408

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AmeriFlex Group's ILCG Position: Q2 2025 in Review

AmeriFlex Group sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2025, closing a stake of 610 shares — an estimated $49.4K sold.

AmeriFlex Group first reported a position in ILCG in Q4 2024 and held it in 2 quarters. The position peaked at $56K in Q4 2024. 301 funds tracked by Wall St. Rank hold ILCG as of Q2 2025.

  • AmeriFlex Group reported no remaining iShares Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 610 iShares Morningstar Growth ETF shares in Q2 2025, an estimated $49.4K.
  • AmeriFlex Group first reported a position in iShares Morningstar Growth ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's iShares Morningstar Growth ETF position peaked at $56K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.