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B.O.S.S. Retirement Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-5,610
Closed -$585K – 187
2025
Q3 		$585K Sell
5,610
-236
-4% -$23.7K 0.14% 111
2025
Q2 		$566K Buy
+5,846
New +$508K 0.14% 115

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ILCG Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2025, closing a stake of 5,610 shares — an estimated $585K sold.

B.O.S.S. Retirement Advisors first reported a position in ILCG in Q2 2025 and held it in 2 quarters. The position peaked at $585K in Q3 2025. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining iShares Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,610 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $585K.
  • B.O.S.S. Retirement Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2025 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's iShares Morningstar Growth ETF position peaked at $585K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.