Elevation Capital Advisory’s iShares Morningstar Growth ETF ILCG Stock Holding History

Elevation Capital Advisory’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	$5.04M	Buy	43,105 +1,581	+4%	+$177K	1.95%	20
2026 Q1	$3.96M	Buy	+41,524	New	+$4.22M	1.69%	26
2025 Q3	–	Sell	-18,728	Closed	-$1.81M	–	68
2025 Q2	$1.81M	Buy	+18,728	New	+$1.63M	0.73%	32
2025 Q1	–	Sell	-2,318	Closed	-$208K	–	65
2024 Q4	$208K	Buy	+2,318	New	+$205K	0.09%	51
2021 Q2	$300K	Buy	+4,634	New	+$284K	0.17%	19

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

Elevation Capital Advisory's ILCG Position: Q2 2026 in Review

Elevation Capital Advisory increased its iShares Morningstar Growth ETF (ILCG) stake by 3.8% in Q2 2026, buying an estimated $177K and bringing the position to 43,105 shares worth $5.04M. The position accounts for 1.95% of the portfolio, ranked #20.

Elevation Capital Advisory first reported a position in ILCG in Q2 2021 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Elevation Capital Advisory held 43,105 shares of iShares Morningstar Growth ETF worth $5.04M as of Q2 2026.
Elevation Capital Advisory bought 1,581 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $177K.
iShares Morningstar Growth ETF made up 1.95% of Elevation Capital Advisory's portfolio in Q2 2026, its #20 holding.
Elevation Capital Advisory first reported a position in iShares Morningstar Growth ETF in Q2 2021 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.