Beacon Pointe Advisors
ILCG icon

Beacon Pointe Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Beacon Pointe 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
-3,311
Closed -$316K – 1981
2026
Q1 		$316K Buy
+3,311
New +$336K ﹤0.01% 1508
2023
Q1 		– Sell
-12,550
Closed -$611K – 1176
2022
Q4 		$611K Sell
12,550
-396
-3% -$19.8K 0.01% 627
2022
Q3 		$626K Buy
12,946
+7,776
+150% +$420K 0.01% 579
2022
Q2 		$261K Buy
5,170
+551
+12% +$30.5K 0.01% 878
2022
Q1 		$300K Buy
+4,619
New +$295K ﹤0.01% 980
2021
Q4 		– Sell
-4,026
Closed -$264K – 971
2021
Q3 		$264K Buy
+4,026
New +$272K 0.01% 752

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 22.9% 1-Year Est. Return
Clearstead Trust
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
FAS Wealth Partners
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

Beacon Pointe Advisors's ILCG Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 3,311 shares — an estimated $316K sold.

Beacon Pointe Advisors first reported a position in ILCG in Q3 2021 and held it in 6 quarters. The position peaked at $626K in Q3 2022. 352 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,311 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $316K.
  • Beacon Pointe Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2021 and held it in 6 quarters.
  • Beacon Pointe Advisors's iShares Morningstar Growth ETF position peaked at $626K in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.