Catalyst Financial Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Catalyst Financial Partners’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	$919K	Hold	7,850	–	–	0.09%	129
2026 Q1	$750K	Hold	7,850	–	–	0.09%	138
2025 Q4	$817K	Hold	7,850	–	–	0.09%	120
2025 Q3	$819K	Hold	7,850	–	–	0.1%	108
2025 Q2	$761K	Hold	7,850	–	–	0.08%	111
2025 Q1	$636K	Hold	7,850	–	–	0.12%	120
2024 Q4	$703K	Hold	7,850	–	–	0.13%	97
2024 Q3	$660K	Hold	7,850	–	–	0.13%	103
2024 Q2	$639K	Buy	+7,850	New	+$601K	0.14%	96

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

Catalyst Financial Partners's ILCG Position: Q2 2026 in Review

Catalyst Financial Partners held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 7,850 shares worth $919K. The position accounts for 0.09% of the portfolio, ranked #129.

Catalyst Financial Partners first reported a position in ILCG in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Catalyst Financial Partners held 7,850 shares of iShares Morningstar Growth ETF worth $919K as of Q2 2026.
Catalyst Financial Partners left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #129 holding.
Catalyst Financial Partners first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.