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

Cornerstone Wealth 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	$569K	Hold	4,860	–	–	0.03%	225
2026 Q1	$523K	Hold	4,860	–	–	0.03%	227
2025 Q4	$506K	Hold	4,860	–	–	0.03%	204
2025 Q3	$507K	Hold	4,860	–	–	0.03%	194
2025 Q2	$471K	Hold	4,860	–	–	0.04%	189
2025 Q1	$394K	Hold	4,860	–	–	0.03%	190
2024 Q4	$435K	Hold	4,860	–	–	0.04%	176
2024 Q3	$408K	Hold	4,860	–	–	0.03%	184
2024 Q2	$396K	Hold	4,860	–	–	0.04%	176
2024 Q1	$367K	Buy	+4,860	New	+$350K	0.03%	176

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 Wealth Group's ILCG Position: Q2 2026 in Review

Cornerstone Wealth Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 4,860 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #225.

Cornerstone Wealth Group first reported a position in ILCG in Q1 2024 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cornerstone Wealth Group held 4,860 shares of iShares Morningstar Growth ETF worth $569K as of Q2 2026.
Cornerstone Wealth Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #225 holding.
Cornerstone Wealth Group first reported a position in iShares Morningstar Growth ETF in Q1 2024 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 Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.