Brown Advisory
ILCG icon

Brown Advisory’s iShares Morningstar Growth ETF ILCG Stock Holding History

Brown Advisory’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
Q1 		$315K Buy
3,297
+239
+8% +$24.3K ﹤0.01% 1194
2025
Q4 		$318K Hold
3,058
– – ﹤0.01% 1202
2025
Q3 		$319K Hold
3,058
– – ﹤0.01% 1186
2025
Q2 		$296K Buy
+3,058
New +$266K ﹤0.01% 1173

Other funds holding ILCG

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory's ILCG Position: Q1 2026 in Review

Brown Advisory increased its iShares Morningstar Growth ETF (ILCG) stake by 7.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 3,297 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Brown Advisory first reported a position in ILCG in Q2 2025 and has held it in 4 quarters since. The position peaked at $319K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Brown Advisory held 3,297 shares of iShares Morningstar Growth ETF worth $315K as of Q1 2026.
  • Brown Advisory bought 239 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $24.3K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1194 holding.
  • Brown Advisory first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Brown Advisory's iShares Morningstar Growth ETF position peaked at $319K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.