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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B&D White Capital Company's ILCG Position: Q1 2026 in Review

B&D White Capital Company reduced its iShares Morningstar Growth ETF (ILCG) stake by 28% in Q1 2026, selling an estimated $13.6M and leaving 347,434 shares worth $33.2M. The position accounts for 4.1% of the portfolio, ranked #4.

B&D White Capital Company first reported a position in ILCG in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.7M in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • B&D White Capital Company held 347,434 shares of iShares Morningstar Growth ETF worth $33.2M as of Q1 2026.
  • B&D White Capital Company sold 133,844 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $13.6M.
  • iShares Morningstar Growth ETF made up 4.1% of B&D White Capital Company's portfolio in Q1 2026, its #4 holding.
  • B&D White Capital Company first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • B&D White Capital Company's iShares Morningstar Growth ETF position peaked at $50.7M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.