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Dynamic Advisor Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Dynamic Advisor Solutions’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 		$252K Buy
+2,155
New +$241K 0.01% 925
2021
Q2 		– Sell
-6,505
Closed -$375K – 782
2021
Q1 		$375K Sell
6,505
-440
-6% -$25.7K 0.03% 450
2020
Q4 		$403K Buy
6,945
+1,620
+30% +$89.9K 0.04% 416
2020
Q3 		$285K Buy
+5,325
New +$274K 0.03% 440

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

Dynamic Advisor Solutions's ILCG Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,155 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in ILCG as recently as Q1 2021.

Dynamic Advisor Solutions first reported a position in ILCG in Q3 2020 and has held it in 4 quarters since. The position peaked at $403K in Q4 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Dynamic Advisor Solutions held 2,155 shares of iShares Morningstar Growth ETF worth $252K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #925 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Morningstar Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's iShares Morningstar Growth ETF position peaked at $403K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.