Diversify Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Diversify Advisory Services’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	$448K	Buy	+4,037	New	+$451K	0.01%	904
2026 Q1	–	Sell	-2,055	Closed	-$216K	–	529
2025 Q4	$216K	Hold	2,055	–	–	0.01%	851
2025 Q3	$221K	Sell	2,055 -13	-0.6%	-$1.31K	0.01%	814
2025 Q2	$210K	Buy	+2,068	New	+$180K	0.01%	779

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

Diversify Advisory Services's ILCG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 4,037 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ILCG as recently as Q4 2025.

Diversify Advisory Services first reported a position in ILCG in Q2 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Diversify Advisory Services held 4,037 shares of iShares Morningstar Growth ETF worth $448K as of Q2 2026.
iShares Morningstar Growth ETF was a new Diversify Advisory Services position in Q2 2026.
iShares Morningstar Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #904 holding.
Diversify Advisory Services first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.