Cerity Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cerity 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	$578K	Buy	4,941 +1,087	+28%	+$122K	﹤0.01%	2341
2026 Q1	$368K	Buy	3,854 +1,385	+56%	+$141K	﹤0.01%	2470
2025 Q4	$257K	Hold	2,469	–	–	﹤0.01%	2494
2025 Q3	$258K	Hold	2,469	–	–	﹤0.01%	2382
2025 Q2	$239K	Buy	+2,469	New	+$214K	﹤0.01%	2263
2025 Q1	–	Sell	-2,469	Closed	-$221K	–	2540
2024 Q4	$221K	Hold	2,469	–	–	﹤0.01%	2191
2024 Q3	$207K	Sell	2,469 -5,509	-69%	-$447K	﹤0.01%	2303
2024 Q2	$649K	Hold	7,978	–	–	﹤0.01%	1414
2024 Q1	$602K	Buy	+7,978	New	+$575K	﹤0.01%	1514

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 22.9% 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

Cerity Partners's ILCG Position: Q2 2026 in Review

Cerity Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 28% in Q2 2026, buying an estimated $122K and bringing the position to 4,941 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Cerity Partners first reported a position in ILCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $649K in Q2 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cerity Partners held 4,941 shares of iShares Morningstar Growth ETF worth $578K as of Q2 2026.
Cerity Partners bought 1,087 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $122K.
iShares Morningstar Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2341 holding.
Cerity Partners first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's iShares Morningstar Growth ETF position peaked at $649K in Q2 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.