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 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 $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 22.96% 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

Cornerstone Advisory's ILCG Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares Morningstar Growth ETF (ILCG) stake by 0.08% in Q2 2026, buying an estimated $224 and bringing the position to 2,525 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #222.

Cornerstone Advisory first reported a position in ILCG in Q4 2021 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cornerstone Advisory held 2,525 shares of iShares Morningstar Growth ETF worth $295K as of Q2 2026.
Cornerstone Advisory bought 2 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $224.
iShares Morningstar Growth ETF made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #222 holding.
Cornerstone Advisory first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.