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Clearstead Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Clearstead 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
2025
Q3 		– Sell
-85
Closed -$8.24K – 3166
2025
Q2 		$8.24K Buy
+85
New +$7.38K ﹤0.01% 1953
2023
Q4 		– Sell
-614,062
Closed -$36.6M – 1590
2023
Q3 		$36.6M Buy
+614,062
New +$38.2M 1.06% 19
2022
Q3 		– Sell
-858,882
Closed -$43M – 1300
2022
Q2 		$43M Sell
858,882
-8,666
-1% -$480K 3.35% 3
2022
Q1 		$56.4M Buy
867,548
+12,360
+1% +$789K 3.83% 3
2021
Q4 		$61.4M Buy
855,188
+3,628
+0.4% +$255K 4.18% 2
2021
Q3 		$55.8M Buy
851,560
+14,001
+2% +$945K 4.16% 2
2021
Q2 		$54.2M Buy
837,559
+24,349
+3% +$1.49M 4.17% 2
2021
Q1 		$46.9M Buy
813,210
+24,810
+3% +$1.45M 3.91% 3
2020
Q4 		$45.7M Sell
788,400
-8,105
-1% -$450K 4.16% 4
2020
Q3 		$42.6M Buy
796,505
+133,535
+20% +$6.88M 4.57% 3
2020
Q2 		$31.1M Buy
662,970
+59,365
+10% +$2.58M 3.6% 5
2020
Q1 		$22.4M Buy
603,605
+9,040
+2% +$378K 3.27% 5
2019
Q4 		$25M Buy
594,565
+4,680
+0.8% +$186K 3.03% 6
2019
Q3 		$22.6M Buy
589,885
+57,790
+11% +$2.24M 3.02% 4
2019
Q2 		$20.4M Buy
532,095
+6,805
+1% +$254K 2.72% 4
2019
Q1 		$19.2M Buy
525,290
+1,800
+0.3% +$62.6K 2.65% 4
2018
Q4 		$16.6M Buy
523,490
+1,845
+0.4% +$62.4K 2.59% 6
2018
Q3 		$19.4M Buy
521,645
+43,825
+9% +$1.59M 2.66% 8
2018
Q2 		$16.7M Buy
477,820
+5,795
+1% +$197K 2.38% 9
2018
Q1 		$15.5M Buy
472,025
+84,225
+22% +$2.8M 2.24% 9
2017
Q4 		$12.1M Buy
387,800
+84,875
+28% +$2.59M 1.65% 12
2017
Q3 		$8.87M Buy
302,925
+7,675
+3% +$221K 1.16% 16
2017
Q2 		$8.22M Sell
295,250
-1,655
-0.6% -$45.5K 1.2% 16
2017
Q1 		$7.82M Sell
296,905
-22,365
-7% -$574K 1.14% 17
2016
Q4 		$7.73M Buy
+319,270
New +$7.69M 1.25% 13

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Clearstead Advisors's ILCG Position: Q3 2025 in Review

Clearstead Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 85 shares — an estimated $8.24K sold.

Clearstead Advisors first reported a position in ILCG in Q4 2016 and held it in 25 quarters. The position peaked at $61.4M in Q4 2021. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Clearstead Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 85 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $8.24K.
  • Clearstead Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2016 and held it in 25 quarters.
  • Clearstead Advisors's iShares Morningstar Growth ETF position peaked at $61.4M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.