Envestnet Portfolio Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Envestnet Portfolio 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	$1.54M	Buy	13,177 +6,986	+113%	+$781K	0.01%	559
2026 Q1	$591K	Sell	6,191 -768	-11%	-$78K	﹤0.01%	822
2025 Q4	$724K	Buy	6,959 +1,895	+37%	+$198K	﹤0.01%	896
2025 Q3	$528K	Sell	5,064 -2,328	-31%	-$234K	﹤0.01%	1003
2025 Q2	$716K	Buy	7,392 +4,702	+175%	+$408K	﹤0.01%	934
2025 Q1	$218K	Sell	2,690 -35,154	-93%	-$3.12M	﹤0.01%	1464
2024 Q4	$3.39M	Buy	+37,844	New	+$3.35M	0.01%	506
2024 Q2	–	Sell	-20,797	Closed	-$1.57M	–	1662
2024 Q1	$1.57M	Buy	20,797 +1,337	+7%	+$96.3K	0.01%	708
2023 Q4	$1.32M	Buy	+19,460	New	+$1.23M	0.01%	710

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

Envestnet Portfolio Solutions's ILCG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Morningstar Growth ETF (ILCG) stake by 113% in Q2 2026, buying an estimated $781K and bringing the position to 13,177 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #559.

Envestnet Portfolio Solutions first reported a position in ILCG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.39M in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Envestnet Portfolio Solutions held 13,177 shares of iShares Morningstar Growth ETF worth $1.54M as of Q2 2026.
Envestnet Portfolio Solutions bought 6,986 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $781K.
iShares Morningstar Growth ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #559 holding.
Envestnet Portfolio Solutions first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's iShares Morningstar Growth ETF position peaked at $3.39M in Q4 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.