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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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. 351 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.
351 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.