Crewe Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Crewe Advisors’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	$204K	Hold	1,740	–	–	0.01%	233
2026 Q1	$166K	Hold	1,740	–	–	0.01%	223
2025 Q4	$181K	Hold	1,740	–	–	0.02%	214
2025 Q3	$181K	Hold	1,740	–	–	0.02%	220
2025 Q2	$169K	Hold	1,740	–	–	0.02%	175
2025 Q1	$141K	Hold	1,740	–	–	0.02%	168
2024 Q4	$156K	Sell	1,740 -135	-7%	-$11.9K	0.02%	164
2024 Q3	$158K	Hold	1,875	–	–	0.02%	175
2024 Q2	$153K	Hold	1,875	–	–	0.02%	207
2024 Q1	$142K	Hold	1,875	–	–	0.02%	223
2023 Q4	$127K	Hold	1,875	–	–	0.02%	89
2023 Q3	$112K	Hold	1,875	–	–	0.02%	101
2023 Q2	$117K	Hold	1,875	–	–	0.02%	187
2023 Q1	$104K	Hold	1,875	–	–	0.02%	225
2022 Q4	$91.3K	Buy	1,875 +940	+101%	+$47K	0.01%	227
2022 Q3	$45K	Hold	935	–	–	0.01%	328
2022 Q2	$47K	Hold	935	–	–	0.01%	304
2022 Q1	$61K	Hold	935	–	–	0.01%	216
2021 Q4	$67K	Hold	935	–	–	0.01%	167
2021 Q3	$61K	Hold	935	–	–	0.01%	142
2021 Q2	$61K	Hold	935	–	–	0.02%	143
2021 Q1	$54K	Hold	935	–	–	0.01%	147
2020 Q4	$54K	Hold	935	–	–	0.02%	135
2020 Q3	$50K	Hold	935	–	–	0.02%	127
2020 Q2	$44K	Hold	935	–	–	0.02%	112
2020 Q1	$35K	Hold	935	–	–	0.02%	103
2019 Q4	$39K	Hold	935	–	–	0.02%	126
2019 Q3	$36K	Buy	+935	New	+$36.3K	0.02%	132

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

Crewe Advisors's ILCG Position: Q2 2026 in Review

Crewe Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 1,740 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #233.

Crewe Advisors first reported a position in ILCG in Q3 2019 and has held it in 28 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Crewe Advisors held 1,740 shares of iShares Morningstar Growth ETF worth $204K as of Q2 2026.
Crewe Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #233 holding.
Crewe Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2019 and has held it in 28 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.