Arlington Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Arlington Financial Advisors’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	$215K	Buy	+2,252	New	+$229K	0.03%	92

Other funds holding ILCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arlington Financial Advisors's ILCG Position: Q1 2026 in Review

Arlington Financial Advisors opened a new position in iShares Morningstar Growth ETF (ILCG) in Q1 2026: 2,252 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #92 among its holdings.

326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Arlington Financial Advisors held 2,252 shares of iShares Morningstar Growth ETF worth $215K as of Q1 2026.
iShares Morningstar Growth ETF was a new Arlington Financial Advisors position in Q1 2026.
iShares Morningstar Growth ETF made up 0.03% of Arlington Financial Advisors's portfolio in Q1 2026, its #92 holding.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.