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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 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. 57 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.
  • 57 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.