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B. Riley Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

B. Riley Wealth 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
2026
Q2 		– Sell
-12,648
Closed -$1.16M – 970
2026
Q1 		$1.16M Sell
12,648
-2,642
-17% -$268K 0.07% 258
2025
Q4 		$1.59M Sell
15,290
-5,930
-28% -$619K 0.07% 248
2025
Q3 		$2.21M Buy
21,220
+4,347
+26% +$437K 0.1% 192
2025
Q2 		$1.64M Buy
16,873
+179
+1% +$15.5K 0.08% 248
2025
Q1 		$1.35M Sell
16,694
-78
-0.5% -$6.91K 0.04% 405
2024
Q4 		$1.5M Sell
16,772
-2,671
-14% -$236K 0.05% 338
2024
Q3 		$1.62M Sell
19,443
-3,708
-16% -$301K 0.05% 372
2024
Q2 		$1.88M Sell
23,151
-316
-1% -$24.2K 0.05% 357
2024
Q1 		$1.4M Buy
23,467
+146
+0.6% +$10.5K 0.04% 435
2023
Q4 		$1.58M Sell
23,321
-146
-0.6% -$9.23K 0.04% 411
2023
Q3 		$1.4M Sell
23,467
-5,235
-18% -$325K 0.04% 435
2023
Q2 		$1.79M Buy
28,702
+1,242
+5% +$71.4K 0.04% 398
2023
Q1 		$1.52M Buy
27,460
+643
+2% +$33.7K 0.04% 428
2022
Q4 		$1.31M Sell
26,817
-142
-0.5% -$7.1K 0.04% 454
2022
Q3 		$1.3M Sell
26,959
-607
-2% -$32.8K 0.04% 422
2022
Q2 		$1.38M Buy
27,566
+14
+0.1% +$776 0.06% 326
2022
Q1 		$1.79M Buy
27,552
+414
+2% +$26.4K 0.06% 326
2021
Q4 		$1.95M Sell
27,138
-137
-0.5% -$9.63K 0.06% 359
2021
Q3 		$1.78M Buy
27,275
+4,028
+17% +$272K 0.06% 365
2021
Q2 		$1.76M Sell
23,247
-3,788
-14% -$232K 0.06% 367
2021
Q1 		$1.56M Buy
27,035
+1,530
+6% +$89.5K 0.06% 371
2020
Q4 		$1.48M Sell
25,505
-4,975
-16% -$276K 0.08% 248
2020
Q3 		$1.56M Buy
30,480
+9,785
+47% +$504K 0.08% 244
2020
Q2 		$971K Buy
20,695
+205
+1% +$8.91K 0.06% 285
2020
Q1 		$761K Buy
20,490
+3,650
+22% +$153K 0.06% 287
2019
Q4 		$708K Sell
16,840
-30
-0.2% -$1.19K 0.06% 318
2019
Q3 		$646K Buy
16,870
+1,510
+10% +$58.6K 0.06% 325
2019
Q2 		$590K Sell
15,360
-2,735
-15% -$102K 0.06% 317
2019
Q1 		$662K Sell
18,095
-1,005
-5% -$35K 0.08% 265
2018
Q4 		$606K Buy
19,100
+2,620
+16% +$88.6K 0.09% 250
2018
Q3 		$613K Sell
16,480
-1,745
-10% -$63.2K 0.07% 299
2018
Q2 		$637K Buy
18,225
+40
+0.2% +$1.36K 0.08% 262
2018
Q1 		$596K Buy
18,185
+10,615
+140% +$352K 0.08% 262
2017
Q4 		$237K Sell
7,570
-40
-0.5% -$1.22K 0.03% 532
2017
Q3 		$223K Sell
7,610
-850
-10% -$24.5K 0.04% 468
2017
Q2 		$236K Sell
8,460
-45
-0.5% -$1.24K 0.04% 435
2017
Q1 		$224K Sell
8,505
-45
-0.5% -$1.16K 0.04% 433
2016
Q4 		$207K Sell
8,550
-1,895
-18% -$45.7K 0.04% 455
2016
Q3 		$255K Sell
10,445
-1,120
-10% -$27.3K 0.05% 457
2016
Q2 		$271K Sell
11,565
-10,890
-48% -$257K 0.05% 426
2016
Q1 		$296K Buy
22,455
+13,010
+138% +$293K 0.07% 360
2015
Q4 		$228K Buy
9,445
+5
+0.1% +$121 0.05% 450
2015
Q3 		$212K Buy
+9,440
New +$224K 0.05% 460
2015
Q1 		– Sell
-985
Closed -$22K – 1245
2014
Q4 		$22K Buy
+985
New +$21.8K ﹤0.01% 2497
2014
Q3 		– Sell
-485
Closed -$10.3K – 1246
2014
Q2 		$10.3K Buy
+485
New +$9.9K ﹤0.01% 1767

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
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Advisors's ILCG Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 12,648 shares — an estimated $1.16M sold.

B. Riley Wealth Advisors first reported a position in ILCG in Q2 2014 and held it in 45 quarters. The position peaked at $2.21M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,648 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $1.16M.
  • B. Riley Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2014 and held it in 45 quarters.
  • B. Riley Wealth Advisors's iShares Morningstar Growth ETF position peaked at $2.21M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.