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

Cornerstone Wealth 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 		$12.6M Sell
107,876
-1,818
-2% -$203K 0.54% 45
2026
Q1 		$10.5M Sell
109,694
-631
-0.6% -$64.1K 0.52% 47
2025
Q4 		$11.5M Sell
110,325
-921
-0.8% -$96.2K 0.6% 35
2025
Q3 		$11.6M Sell
111,246
-512
-0.5% -$51.4K 0.64% 28
2025
Q2 		$10.8M Sell
111,758
-8,478
-7% -$736K 0.66% 28
2025
Q1 		$9.74M Sell
120,236
-366
-0.3% -$32.4K 0.66% 30
2024
Q4 		$10.8M Buy
120,602
+502
+0.4% +$44.4K 0.73% 25
2024
Q3 		$10.1M Buy
120,100
+4,725
+4% +$383K 0.71% 26
2024
Q2 		$9.39M Sell
115,375
-1,522
-1% -$116K 0.72% 25
2024
Q1 		$8.82M Buy
116,897
+2,705
+2% +$195K 0.71% 27
2023
Q4 		$7.74M Sell
114,192
-5,795
-5% -$366K 0.67% 32
2023
Q3 		$7.16M Buy
119,987
+539
+0.5% +$33.5K 0.68% 33
2023
Q2 		$7.45M Buy
119,448
+2,083
+2% +$120K 0.67% 33
2023
Q1 		$6.5M Buy
+117,365
New +$6.15M 0.64% 33
2022
Q3 		$6.13M Buy
126,948
+12,988
+11% +$702K 0.68% 33
2022
Q2 		$5.71M Buy
113,960
+20,442
+22% +$1.13M 0.63% 35
2022
Q1 		$6.08M Buy
93,518
+6,483
+7% +$414K 0.59% 36
2021
Q4 		$6.26M Sell
87,035
-234
-0.3% -$16.5K 0.6% 36
2021
Q3 		$5.72M Buy
87,269
+2,061
+2% +$139K 0.61% 32
2021
Q2 		$5.52M Buy
85,208
+1,528
+2% +$93.7K 0.58% 32
2021
Q1 		$4.83M Sell
83,680
-140
-0.2% -$8.19K 0.57% 32
2020
Q4 		$4.86M Buy
83,820
+1,750
+2% +$97.1K 0.61% 27
2020
Q3 		$4.39M Sell
82,070
-3,790
-4% -$195K 0.65% 27
2020
Q2 		$4.03M Buy
85,860
+8,760
+11% +$381K 0.65% 26
2020
Q1 		$2.86M Buy
+77,100
New +$3.22M 0.55% 32

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 Wealth Management's ILCG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.7% in Q2 2026, selling an estimated $203K and leaving 107,876 shares worth $12.6M. The position accounts for 0.54% of the portfolio, ranked #45.

Cornerstone Wealth Management first reported a position in ILCG in Q1 2020 and has held it in 25 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cornerstone Wealth Management held 107,876 shares of iShares Morningstar Growth ETF worth $12.6M as of Q2 2026.
  • Cornerstone Wealth Management sold 1,818 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $203K.
  • iShares Morningstar Growth ETF made up 0.54% of Cornerstone Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Cornerstone Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.