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Avantra Family Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Avantra Family Wealth’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 		$632K Hold
5,400
– – 0.4% 80
2026
Q1 		$516K Hold
5,400
– – 0.38% 83
2025
Q4 		$562K Hold
5,400
– – 0.41% 73
2025
Q3 		$563K Hold
5,400
– – 0.42% 68
2025
Q2 		$523K Hold
5,400
– – 0.43% 67
2025
Q1 		$437K Hold
5,400
– – 0.42% 87
2024
Q4 		$484K Buy
+5,400
New +$478K 0.45% 79

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
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

Avantra Family Wealth's ILCG Position: Q2 2026 in Review

Avantra Family Wealth held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 5,400 shares worth $632K. The position accounts for 0.4% of the portfolio, ranked #80.

Avantra Family Wealth first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Avantra Family Wealth held 5,400 shares of iShares Morningstar Growth ETF worth $632K as of Q2 2026.
  • Avantra Family Wealth left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.4% of Avantra Family Wealth's portfolio in Q2 2026, its #80 holding.
  • Avantra Family Wealth first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.