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B&D White Capital Company’s iShares Morningstar Growth ETF ILCG Stock Holding History

B&D White Capital Company’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 		$55.2M Buy
471,430
+123,996
+36% +$13.9M 5.49% 3
2026
Q1 		$33.2M Sell
347,434
-133,844
-28% -$13.6M 4.1% 4
2025
Q4 		$50.1M Sell
481,278
-4,719
-1% -$493K 5.8% 3
2025
Q3 		$50.7M Buy
485,997
+137,302
+39% +$13.8M 6.49% 3
2025
Q2 		$33.8M Buy
+348,695
New +$30.3M 5.15% 4

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B&D White Capital Company's ILCG Position: Q2 2026 in Review

B&D White Capital Company increased its iShares Morningstar Growth ETF (ILCG) stake by 36% in Q2 2026, buying an estimated $13.9M and bringing the position to 471,430 shares worth $55.2M. The position accounts for 5.49% of the portfolio, ranked #3.

B&D White Capital Company first reported a position in ILCG in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • B&D White Capital Company held 471,430 shares of iShares Morningstar Growth ETF worth $55.2M as of Q2 2026.
  • B&D White Capital Company bought 123,996 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $13.9M.
  • iShares Morningstar Growth ETF made up 5.49% of B&D White Capital Company's portfolio in Q2 2026, its #3 holding.
  • B&D White Capital Company first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.