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

Cornerstone Financial 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
2026
Q2 		$1.17K Sell
10
-15
-60% -$1.68K ﹤0.01% 1035
2026
Q1 		$2.39K Hold
25
– – ﹤0.01% 674
2025
Q4 		$2.6K Buy
+25
New +$2.61K ﹤0.01% 606

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Financial Management's ILCG Position: Q2 2026 in Review

Cornerstone Financial Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 60% in Q2 2026, selling an estimated $1.68K and leaving 10 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Cornerstone Financial Management first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.6K in Q4 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cornerstone Financial Management held 10 shares of iShares Morningstar Growth ETF worth $1.17K as of Q2 2026.
  • Cornerstone Financial Management sold 15 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $1.68K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1035 holding.
  • Cornerstone Financial Management first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's iShares Morningstar Growth ETF position peaked at $2.6K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.