Ethos Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Ethos Financial Group’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
2025 Q3	–	Sell	-8,203	Closed	-$795K	–	519
2025 Q2	$795K	Buy	+8,203	New	+$712K	0.07%	196
2024 Q4	–	Sell	-86,635	Closed	-$7.28M	–	408
2024 Q3	$7.28M	Buy	+86,635	New	+$7.02M	1.2%	27

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Ethos Financial Group's ILCG Position: Q3 2025 in Review

Ethos Financial Group sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 8,203 shares — an estimated $795K sold.

Ethos Financial Group first reported a position in ILCG in Q3 2024 and held it in 2 quarters. The position peaked at $7.28M in Q3 2024. 327 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

Ethos Financial Group reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
Ethos Financial Group sold 8,203 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $795K.
Ethos Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2024 and held it in 2 quarters.
Ethos Financial Group's iShares Morningstar Growth ETF position peaked at $7.28M in Q3 2024.
327 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.