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

Destination 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 Q1	$230K	Hold	2,407	–	–	0.01%	289
2025 Q4	$250K	Hold	2,407	–	–	0.01%	263
2025 Q3	$251K	Hold	2,407	–	–	0.01%	235
2025 Q2	$233K	Sell	2,407 -524	-18%	-$45.5K	0.01%	235
2025 Q1	$237K	Hold	2,931	–	–	0.01%	225
2024 Q4	$263K	Hold	2,931	–	–	0.01%	209
2024 Q3	$246K	Hold	2,931	–	–	0.01%	205
2024 Q2	$239K	Hold	2,931	–	–	0.01%	186
2024 Q1	$221K	Buy	+2,931	New	+$211K	0.01%	195
2019 Q3	–	Sell	-215	Closed	-$8K	–	305
2019 Q2	$8K	Hold	215	–	–	﹤0.01%	452
2019 Q1	$8K	Hold	215	–	–	﹤0.01%	508
2018 Q4	$7K	Hold	215	–	–	﹤0.01%	430
2018 Q3	$8K	Buy	+215	New	+$7.79K	﹤0.01%	476
2016 Q4	–	Sell	-19,500	Closed	-$476K	–	175
2016 Q3	$476K	Buy	+19,500	New	+$475K	0.04%	107

Other funds holding ILCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Destination Wealth Management's ILCG Position: Q1 2026 in Review

Destination Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 2,407 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #289.

Destination Wealth Management first reported a position in ILCG in Q3 2016 and has held it in 14 quarters since. The position peaked at $476K in Q3 2016. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Destination Wealth Management held 2,407 shares of iShares Morningstar Growth ETF worth $230K as of Q1 2026.
Destination Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #289 holding.
Destination Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2016 and has held it in 14 quarters since.
Destination Wealth Management's iShares Morningstar Growth ETF position peaked at $476K in Q3 2016.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.