Cornerstone Advisory’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cornerstone Advisory’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 Q3	$296K	Buy	2,528 +3	+0.1%	+$345	0.02%	228
2026 Q2	$295K	Buy	2,525 +2	+0.1%	+$224	0.02%	222
2026 Q1	$241K	Buy	2,523 +3	+0.1%	+$305	0.02%	230
2025 Q4	$262K	Buy	2,520 +3	+0.1%	+$313	0.03%	216
2025 Q3	$262K	Buy	2,517 +4	+0.2%	+$402	0.03%	209
2025 Q2	$244K	Buy	2,513 +2	+0.1%	+$174	0.03%	213
2025 Q1	$211K	Buy	2,511 +3	+0.1%	+$266	0.02%	219
2024 Q4	$234K	Buy	2,508 +4	+0.2%	+$354	0.03%	216
2024 Q3	$210K	Buy	2,504 +4	+0.2%	+$324	0.03%	211
2024 Q2	$204K	Buy	+2,500	New	+$191K	0.03%	204
2022 Q1	–	Sell	-2,500	Closed	-$180K	–	471
2021 Q4	$180K	Buy	+2,500	New	+$176K	0.03%	266

Other funds holding ILCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cornerstone Advisory's ILCG Position: Q3 2026 in Review

Cornerstone Advisory increased its iShares Morningstar Growth ETF (ILCG) stake by 0.12% in Q3 2026, buying an estimated $345 and bringing the position to 2,528 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #228.

Cornerstone Advisory first reported a position in ILCG in Q4 2021 and has held it in 11 quarters since. 213 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Cornerstone Advisory held 2,528 shares of iShares Morningstar Growth ETF worth $296K as of Q3 2026.
Cornerstone Advisory bought 3 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $345.
iShares Morningstar Growth ETF made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #228 holding.
Cornerstone Advisory first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
213 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.