Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cetera Investment Advisers’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 		$81.3M Buy
695,126
+99,027
+17% +$11.1M 0.07% 267
2026
Q1 		$56.9M Buy
596,099
+67,654
+13% +$6.87M 0.06% 328
2025
Q4 		$55M Buy
528,445
+33,948
+7% +$3.55M 0.06% 306
2025
Q3 		$51.6M Buy
494,497
+383,589
+346% +$38.5M 0.06% 307
2025
Q2 		$10.7M Buy
110,908
+46,377
+72% +$4.03M 0.02% 788
2025
Q1 		$5.23M Sell
64,531
-99,889
-61% -$8.85M 0.01% 1088
2024
Q4 		$14.7M Buy
164,420
+88,641
+117% +$7.84M 0.03% 532
2024
Q3 		$6.37M Sell
75,779
-6,405
-8% -$519K 0.01% 890
2024
Q2 		$6.69M Sell
82,184
-83,547
-50% -$6.39M 0.02% 847
2024
Q1 		$12.5M Buy
165,731
+98,151
+145% +$7.07M 0.03% 579
2023
Q4 		$4.58M Buy
67,580
+58,094
+612% +$3.67M 0.04% 466
2023
Q3 		$566K Sell
9,486
-50,422
-84% -$3.13M ﹤0.01% 1359
2023
Q2 		$3.73M Buy
59,908
+3,912
+7% +$225K 0.03% 512
2023
Q1 		$3.1M Buy
55,996
+46,305
+478% +$2.43M 0.03% 556
2022
Q4 		$472K Buy
9,691
+801
+9% +$40.1K ﹤0.01% 1405
2022
Q3 		$429K Sell
8,890
-3,300
-27% -$178K 0.01% 1055
2022
Q2 		$611K Sell
12,190
-4,354
-26% -$241K 0.01% 993
2022
Q1 		$1.07M Sell
16,544
-2,485
-13% -$159K 0.02% 798
2021
Q4 		$1.37M Sell
19,029
-2,947
-13% -$207K 0.02% 688
2021
Q3 		$1.44M Sell
21,976
-140
-0.6% -$9.45K 0.02% 634
2021
Q2 		$1.43M Buy
22,116
+706
+3% +$43.3K 0.02% 638
2021
Q1 		$1.24M Sell
21,410
-7,515
-26% -$440K 0.02% 585
2020
Q4 		$1.68M Buy
28,925
+1,980
+7% +$110K 0.03% 479
2020
Q3 		$1.44M Buy
26,945
+4,805
+22% +$248K 0.12% 199
2020
Q2 		$1.04M Buy
22,140
+6,475
+41% +$281K 0.1% 234
2020
Q1 		$582K Buy
15,665
+1,105
+8% +$46.2K 0.07% 276
2019
Q4 		$610K Buy
14,560
+340
+2% +$13.5K 0.06% 301
2019
Q3 		$546K Buy
14,220
+2,095
+17% +$81.3K 0.07% 294
2019
Q2 		$465K Buy
12,125
+340
+3% +$12.7K 0.06% 310
2019
Q1 		$432K Buy
11,785
+920
+8% +$32K 0.06% 302
2018
Q4 		$346K Buy
10,865
+3,510
+48% +$119K 0.06% 316
2018
Q3 		$272K Buy
7,355
+555
+8% +$20.1K 0.04% 389
2018
Q2 		$239K Sell
6,800
-2,825
-29% -$96K 0.04% 356
2018
Q1 		$316K Buy
+9,625
New +$320K 0.06% 297

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers's ILCG Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Growth ETF (ILCG) stake by 17% in Q2 2026, buying an estimated $11.1M and bringing the position to 695,126 shares worth $81.3M. The position accounts for 0.07% of the portfolio, ranked #267.

Cetera Investment Advisers first reported a position in ILCG in Q1 2018 and has held it in 34 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cetera Investment Advisers held 695,126 shares of iShares Morningstar Growth ETF worth $81.3M as of Q2 2026.
  • Cetera Investment Advisers bought 99,027 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $11.1M.
  • iShares Morningstar Growth ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #267 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.