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Evolve Private Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Evolve Private Wealth’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 		– Sell
-11,225
Closed -$1.07M – 1115
2026
Q1 		$1.07M Buy
11,225
+1,618
+17% +$164K 0.06% 315
2025
Q4 		$1,000K Buy
+9,607
New +$1M 0.06% 297

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 22.9% 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

Evolve Private Wealth's ILCG Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 11,225 shares — an estimated $1.07M sold.

Evolve Private Wealth first reported a position in ILCG in Q4 2025 and held it in 2 quarters. The position peaked at $1.07M in Q1 2026. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 11,225 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $1.07M.
  • Evolve Private Wealth first reported a position in iShares Morningstar Growth ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares Morningstar Growth ETF position peaked at $1.07M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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