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EP Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

EP Wealth Advisors’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 		$506K Buy
4,328
+1,117
+35% +$125K ﹤0.01% 1030
2026
Q1 		$307K Hold
3,211
– – ﹤0.01% 1150
2025
Q4 		$334K Buy
+3,211
New +$335K ﹤0.01% 1076
2025
Q2 		$316K Buy
3,258
+493
+18% +$42.8K ﹤0.01% 988
2025
Q1 		$224K Hold
2,765
– – ﹤0.01% 1078
2024
Q4 		$248K Hold
2,765
– – ﹤0.01% 958
2024
Q3 		$232K Sell
2,765
-6,085
-69% -$493K ﹤0.01% 970
2024
Q2 		$720K Sell
8,850
-3,025
-25% -$232K 0.01% 456
2024
Q1 		$896K Hold
11,875
– – 0.01% 397
2023
Q4 		$805K Hold
11,875
– – 0.01% 404
2023
Q3 		$708K Buy
11,875
+6,604
+125% +$411K 0.01% 395
2023
Q2 		$783K Sell
5,271
-220
-4% -$12.6K 0.01% 370
2023
Q1 		$604K Sell
5,491
-8,699
-61% -$456K 0.01% 383
2022
Q4 		$691K Hold
14,190
– – 0.01% 333
2022
Q3 		$685K Hold
14,190
– – 0.02% 264
2022
Q2 		$711K Hold
14,190
– – 0.02% 312
2022
Q1 		$922K Hold
14,190
– – 0.02% 285
2021
Q4 		$1.02M Hold
14,190
– – 0.02% 255
2021
Q3 		$930K Hold
14,190
– – 0.03% 250
2021
Q2 		$919K Hold
14,190
– – 0.03% 251
2021
Q1 		$819K Hold
14,190
– – 0.03% 254
2020
Q4 		$823K Hold
14,190
– – 0.03% 210
2020
Q3 		$759K Buy
+14,190
New +$731K 0.03% 185
2020
Q2 		– Sell
-14,385
Closed -$625K – 213
2020
Q1 		$534K Hold
14,385
– – 0.03% 245
2019
Q4 		$604K Buy
+14,385
New +$572K 0.02% 253

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

EP Wealth Advisors's ILCG Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 4,328 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

EP Wealth Advisors first reported a position in ILCG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.02M in Q4 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • EP Wealth Advisors held 4,328 shares of iShares Morningstar Growth ETF worth $506K as of Q2 2026.
  • EP Wealth Advisors bought 1,117 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $125K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1030 holding.
  • EP Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's iShares Morningstar Growth ETF position peaked at $1.02M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.