BC
ILCG icon

Bowman & Company’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bowman & Company’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 		$677K Sell
6,505
-111
-2% -$11.6K 0.29% 72
2025
Q3 		$690K Sell
6,616
-99
-1% -$9.94K 0.29% 71
2025
Q2 		$651K Sell
6,715
-829
-11% -$72K 0.29% 72
2025
Q1 		$611K Buy
7,544
+1,004
+15% +$89K 0.3% 74
2024
Q4 		$586K Sell
6,540
-193
-3% -$17.1K 0.3% 73
2024
Q3 		$566K Sell
6,733
-559
-8% -$45.3K 0.3% 72
2024
Q2 		$594K Sell
7,292
-3
-0% -$230 0.34% 70
2024
Q1 		$551K Sell
7,295
-325
-4% -$23.4K 0.33% 70
2023
Q4 		$517K Sell
7,620
-12
-0.2% -$759 0.36% 62
2023
Q3 		$455K Hold
7,632
– – 0.36% 63
2023
Q2 		$476K Sell
7,632
-453
-6% -$26K 0.36% 62
2023
Q1 		$448K Buy
8,085
+1,092
+16% +$57.2K 0.33% 62
2022
Q4 		$340K Buy
+6,993
New +$350K 0.26% 67
2022
Q2 		– Sell
-8,045
Closed -$523K – 84
2022
Q1 		$523K Buy
8,045
+423
+6% +$27K 0.4% 52
2021
Q4 		$548K Buy
+7,622
New +$536K 0.42% 48

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 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 $374B AUM 17.66% 1-Year Est. Return

Bowman & Company's ILCG Position: Q4 2025 in Review

Bowman & Company reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.7% in Q4 2025, selling an estimated $11.6K and leaving 6,505 shares worth $677K. The position accounts for 0.29% of the portfolio, ranked #72.

Bowman & Company first reported a position in ILCG in Q4 2021 and has held it in 15 quarters since. The position peaked at $690K in Q3 2025. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • Bowman & Company held 6,505 shares of iShares Morningstar Growth ETF worth $677K as of Q4 2025.
  • Bowman & Company sold 111 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $11.6K.
  • iShares Morningstar Growth ETF made up 0.29% of Bowman & Company's portfolio in Q4 2025, its #72 holding.
  • Bowman & Company first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • Bowman & Company's iShares Morningstar Growth ETF position peaked at $690K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.