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Congress Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Congress Wealth Management’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
Q2 		– Sell
-101,111
Closed -$8.2M – 1198
2025
Q1 		$8.2M Buy
+101,111
New +$8.96M 0.1% 240

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's ILCG Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2025, closing a stake of 101,111 shares — an estimated $8.2M sold.

Congress Wealth Management first reported a position in ILCG in Q1 2025 and held it in 1 quarter. The position peaked at $8.2M in Q1 2025. 301 funds tracked by Wall St. Rank hold ILCG as of Q2 2025.

  • Congress Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 101,111 iShares Morningstar Growth ETF shares in Q2 2025, an estimated $8.2M.
  • Congress Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's iShares Morningstar Growth ETF position peaked at $8.2M in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.