Aspect Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Aspect 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	$556K	Hold	4,755	–	–	0.21%	42
2026 Q1	$454K	Hold	4,755	–	–	0.19%	50
2025 Q4	$495K	Hold	4,755	–	–	0.22%	49
2025 Q3	$496K	Hold	4,755	–	–	0.23%	47
2025 Q2	$461K	Hold	4,755	–	–	0.23%	48
2025 Q1	$385K	Hold	4,755	–	–	0.22%	45
2024 Q4	$426K	Buy	+4,755	New	+$421K	0.25%	45

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Aspect Partners's ILCG Position: Q2 2026 in Review

Aspect Partners held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 4,755 shares worth $556K. The position accounts for 0.21% of the portfolio, ranked #42.

Aspect Partners first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Aspect Partners held 4,755 shares of iShares Morningstar Growth ETF worth $556K as of Q2 2026.
Aspect Partners left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.21% of Aspect Partners's portfolio in Q2 2026, its #42 holding.
Aspect Partners first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.