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Bay Colony Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bay Colony 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
-4,515
Closed -$431K – 513
2026
Q1 		$431K Sell
4,515
-624
-12% -$63.4K 0.05% 291
2025
Q4 		$535K Hold
5,139
– – 0.06% 267
2025
Q3 		$536K Buy
+5,139
New +$516K 0.06% 271

Other funds holding ILCG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Bay Colony Advisors's ILCG Position: Q2 2026 in Review

Bay Colony Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 4,515 shares — an estimated $431K sold.

Bay Colony Advisors first reported a position in ILCG in Q3 2025 and held it in 3 quarters. The position peaked at $536K in Q3 2025. 57 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Bay Colony Advisors reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 4,515 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $431K.
  • Bay Colony Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2025 and held it in 3 quarters.
  • Bay Colony Advisors's iShares Morningstar Growth ETF position peaked at $536K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.