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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
Q2 		$475K Buy
+4,060
New +$454K ﹤0.01% 1665
2026
Q1 		– Sell
-3,075
Closed -$320K – 4059
2025
Q4 		$320K Buy
+3,075
New +$321K 0.01% 795

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 22.9% 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

Arax Advisory Partners's ILCG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 4,060 shares worth $475K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in ILCG as recently as Q4 2025.

Arax Advisory Partners first reported a position in ILCG in Q4 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Arax Advisory Partners held 4,060 shares of iShares Morningstar Growth ETF worth $475K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Arax Advisory Partners position in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1665 holding.
  • Arax Advisory Partners first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.