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Arax Advisory Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Arax Advisory Partners’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
Q1 		– Sell
-3,075
Closed -$320K – 4059
2025
Q4 		$320K Buy
+3,075
New +$321K 0.01% 795

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EH
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arax Advisory Partners's ILCG Position: Q1 2026 in Review

Arax Advisory Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 3,075 shares — an estimated $320K sold.

Arax Advisory Partners first reported a position in ILCG in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Arax Advisory Partners reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 3,075 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $320K.
  • Arax Advisory Partners first reported a position in iShares Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's iShares Morningstar Growth ETF position peaked at $320K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.