Cornerstone Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cornerstone Financial Group’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	$590K	Buy	5,041 +4	+0.1%	+$447	0.36%	46
2026 Q1	$557K	Buy	5,037 +5	+0.1%	+$508	0.36%	48
2025 Q4	$524K	Buy	5,032 +7	+0.1%	+$731	0.37%	46
2025 Q3	$524K	Buy	5,025 +7	+0.1%	+$703	0.41%	48
2025 Q2	$486K	Buy	5,018 +5	+0.1%	+$434	0.41%	49
2025 Q1	$446K	Buy	5,013 +6	+0.1%	+$532	0.4%	50
2024 Q4	$449K	Buy	+5,007	New	+$443K	0.44%	50

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 22.9% 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 Financial Group's ILCG Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.08% in Q2 2026, buying an estimated $447 and bringing the position to 5,041 shares worth $590K. The position accounts for 0.36% of the portfolio, ranked #46.

Cornerstone Financial Group first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cornerstone Financial Group held 5,041 shares of iShares Morningstar Growth ETF worth $590K as of Q2 2026.
Cornerstone Financial Group bought 4 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $447.
iShares Morningstar Growth ETF made up 0.36% of Cornerstone Financial Group's portfolio in Q2 2026, its #46 holding.
Cornerstone Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.