Cambridge Investment Research Advisors
ILCG icon

Cambridge Investment Research Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cambridge Investment Research 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 		$8.98M Buy
76,747
+3,708
+5% +$415K 0.02% 731
2026
Q1 		$6.97M Sell
73,039
-8,657
-11% -$879K 0.02% 776
2025
Q4 		$8.5M Sell
81,696
-19,924
-20% -$2.08M 0.02% 650
2025
Q3 		$10.6M Buy
101,620
+14,346
+16% +$1.44M 0.03% 541
2025
Q2 		$8.46M Buy
87,274
+18,166
+26% +$1.58M 0.03% 610
2025
Q1 		$5.6M Buy
69,108
+2,615
+4% +$232K 0.02% 750
2024
Q4 		$5.96M Sell
66,493
-293
-0.4% -$25.9K 0.02% 706
2024
Q3 		$5.61M Sell
66,786
-17,065
-20% -$1.38M 0.02% 743
2024
Q2 		$6.83M Buy
83,851
+13,116
+19% +$1M 0.03% 614
2024
Q1 		$5.34M Sell
70,735
-4,441
-6% -$320K 0.02% 705
2023
Q4 		$5.1M Buy
75,176
+917
+1% +$58K 0.02% 694
2023
Q3 		$4.43M Sell
74,259
-217
-0.3% -$13.5K 0.02% 713
2023
Q2 		$4.64M Sell
74,476
-2,482
-3% -$143K 0.02% 699
2023
Q1 		$4.26M Sell
76,958
-8,841
-10% -$463K 0.02% 716
2022
Q4 		$4.18M Buy
85,799
+7,348
+9% +$367K 0.02% 679
2022
Q3 		$3.79M Sell
78,451
-39,980
-34% -$2.16M 0.02% 692
2022
Q2 		$5.93M Sell
118,431
-154
-0.1% -$8.54K 0.03% 514
2022
Q1 		$7.71M Sell
118,585
-1,473
-1% -$94K 0.04% 468
2021
Q4 		$8.62M Buy
120,058
+2,099
+2% +$148K 0.04% 429
2021
Q3 		$7.73M Sell
117,959
-1,772
-1% -$120K 0.04% 434
2021
Q2 		$7.75M Sell
119,731
-5,739
-5% -$352K 0.04% 452
2021
Q1 		$7.24M Sell
125,470
-16,055
-11% -$940K 0.04% 434
2020
Q4 		$8.21M Sell
141,525
-4,200
-3% -$233K 0.05% 355
2020
Q3 		$7.79M Sell
145,725
-32,815
-18% -$1.69M 0.05% 336
2020
Q2 		$8.37M Buy
178,540
+35,680
+25% +$1.55M 0.06% 295
2020
Q1 		$5.31M Sell
142,860
-43,400
-23% -$1.81M 0.05% 350
2019
Q4 		$7.82M Buy
186,260
+56,730
+44% +$2.25M 0.06% 317
2019
Q3 		$4.96M Buy
129,530
+730
+0.6% +$28.3K 0.04% 408
2019
Q2 		$4.94M Sell
128,800
-7,280
-5% -$272K 0.05% 388
2019
Q1 		$4.98M Buy
136,080
+13,625
+11% +$474K 0.05% 367
2018
Q4 		$3.88M Sell
122,455
-55,000
-31% -$1.86M 0.04% 407
2018
Q3 		$6.6M Buy
177,455
+75,800
+75% +$2.75M 0.06% 298
2018
Q2 		$3.55M Sell
101,655
-25,505
-20% -$867K 0.04% 441
2018
Q1 		$4.17M Buy
127,160
+50,715
+66% +$1.68M 0.05% 368
2017
Q4 		$2.39M Buy
76,445
+49,485
+184% +$1.51M 0.03% 522
2017
Q3 		$789K Buy
26,960
+190
+0.7% +$5.47K 0.01% 963
2017
Q2 		$745K Sell
26,770
-805
-3% -$22.1K 0.01% 969
2017
Q1 		$726K Buy
27,575
+2,620
+10% +$67.2K 0.01% 885
2016
Q4 		$604K Sell
24,955
-1,560
-6% -$37.6K 0.01% 922
2016
Q3 		$647K Sell
26,515
-1,345
-5% -$32.8K 0.01% 902
2016
Q2 		$652K Buy
27,860
+170
+0.6% +$4.01K 0.01% 810
2016
Q1 		$654K Sell
27,690
-660
-2% -$14.8K 0.01% 755
2015
Q4 		$682K Buy
28,350
+265
+0.9% +$6.42K 0.02% 711
2015
Q3 		$629K Sell
28,085
-53,860
-66% -$1.28M 0.02% 658
2015
Q2 		$1.95M Buy
81,945
+485
+0.6% +$11.6K 0.05% 317
2015
Q1 		$1.93M Sell
81,460
-4,430
-5% -$103K 0.05% 323
2014
Q4 		$1.94M Buy
85,890
+345
+0.4% +$7.64K 0.06% 301
2014
Q3 		$1.86M Buy
85,545
+57,140
+201% +$1.24M 0.05% 338
2014
Q2 		$606K Buy
28,405
+15
+0.1% +$306 0.02% 660
2014
Q1 		$566K Sell
28,390
-2,555
-8% -$51.1K 0.02% 658
2013
Q4 		$617K Sell
30,945
-1,870
-6% -$35.5K 0.03% 568
2013
Q3 		$589K Buy
32,815
+2,555
+8% +$44.6K 0.03% 549
2013
Q2 		$497K Buy
+30,260
New +$505K 0.03% 550

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

Cambridge Investment Research Advisors's ILCG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 5.1% in Q2 2026, buying an estimated $415K and bringing the position to 76,747 shares worth $8.98M. The position accounts for 0.02% of the portfolio, ranked #731.

Cambridge Investment Research Advisors first reported a position in ILCG in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cambridge Investment Research Advisors held 76,747 shares of iShares Morningstar Growth ETF worth $8.98M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,708 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $415K.
  • iShares Morningstar Growth ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #731 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares Morningstar Growth ETF position peaked at $10.6M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.