AWS
ILCG icon

Atria Wealth Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Atria Wealth Solutions’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 		$2.97M Sell
30,594
-218
-0.7% -$18.9K 0.07% 318
2025
Q1 		$2.5M Sell
30,812
-37,836
-55% -$3.35M 0.03% 553
2024
Q4 		$6.15M Buy
68,648
+37,908
+123% +$3.35M 0.07% 300
2024
Q3 		$2.58M Buy
30,740
+26
+0.1% +$2.11K 0.03% 538
2024
Q2 		$2.5M Sell
30,714
-20,992
-41% -$1.61M 0.03% 563
2024
Q1 		$3.9M Sell
51,706
-30
-0.1% -$2.16K 0.04% 410
2023
Q4 		$3.51M Buy
51,736
+25,012
+94% +$1.58M 0.04% 412
2023
Q3 		$1.6M Sell
26,724
-14,557
-35% -$905K 0.02% 632
2023
Q2 		$2.57M Buy
41,281
+3,224
+8% +$185K 0.04% 486
2023
Q1 		$2.11M Buy
38,057
+14,471
+61% +$758K 0.03% 523
2022
Q4 		$1.15M Sell
23,586
-4,028
-15% -$201K 0.02% 693
2022
Q3 		$1.33M Buy
27,614
+14,117
+105% +$763K 0.02% 620
2022
Q2 		$676K Sell
13,497
-10,105
-43% -$560K 0.01% 850
2022
Q1 		$1.53M Buy
+23,602
New +$1.51M 0.03% 566

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 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 $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's ILCG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.71% in Q2 2025, selling an estimated $18.9K and leaving 30,594 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #318.

Atria Wealth Solutions first reported a position in ILCG in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.15M in Q4 2024. 301 funds tracked by Wall St. Rank hold ILCG as of Q2 2025.

  • Atria Wealth Solutions held 30,594 shares of iShares Morningstar Growth ETF worth $2.97M as of Q2 2025.
  • Atria Wealth Solutions sold 218 iShares Morningstar Growth ETF shares in Q2 2025, an estimated $18.9K.
  • iShares Morningstar Growth ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #318 holding.
  • Atria Wealth Solutions first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Morningstar Growth ETF position peaked at $6.15M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.