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Cadent Capital Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cadent Capital 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 		$237K Buy
+2,030
New +$227K 0.05% 180
2026
Q1 		– Sell
-2,026
Closed -$211K – 198
2025
Q4 		$211K Buy
2,026
+3
+0.1% +$313 0.05% 176
2025
Q3 		$211K Buy
+2,023
New +$203K 0.06% 186

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 22.96% 1-Year Est. Return
CT
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
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cadent Capital Advisors's ILCG Position: Q2 2026 in Review

Cadent Capital Advisors opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,030 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in ILCG as recently as Q4 2025.

Cadent Capital Advisors first reported a position in ILCG in Q3 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cadent Capital Advisors held 2,030 shares of iShares Morningstar Growth ETF worth $237K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Cadent Capital Advisors position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.05% of Cadent Capital Advisors's portfolio in Q2 2026, its #180 holding.
  • Cadent Capital Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.