AP
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Atwood & Palmer’s iShares Morningstar Growth ETF ILCG Stock Holding History

Atwood & Palmer’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 		$132K Buy
1,130
+1
+0.1% +$112 0.01% 183
2026
Q1 		$108K Buy
1,129
+1
+0.1% +$102 0.01% 189
2025
Q4 		$117K Buy
1,128
+1
+0.1% +$104 0.01% 175
2025
Q3 		$118K Buy
1,127
+1,098
+3,786% +$110K 0.01% 178
2025
Q2 		$2.85K Buy
+29
New +$2.52K ﹤0.01% 456

Other funds holding ILCG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Atwood & Palmer's ILCG Position: Q2 2026 in Review

Atwood & Palmer increased its iShares Morningstar Growth ETF (ILCG) stake by 0.09% in Q2 2026, buying an estimated $112 and bringing the position to 1,130 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #183.

Atwood & Palmer first reported a position in ILCG in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Atwood & Palmer held 1,130 shares of iShares Morningstar Growth ETF worth $132K as of Q2 2026.
  • Atwood & Palmer bought 1 iShares Morningstar Growth ETF share in Q2 2026, an estimated $112.
  • iShares Morningstar Growth ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #183 holding.
  • Atwood & Palmer first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.