Family Investment Center’s iShares Morningstar Growth ETF ILCG Stock Holding History

Family Investment Center’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	$281K	Hold	2,398	–	–	0.05%	99
2026 Q1	$229K	Hold	2,398	–	–	0.04%	82
2025 Q4	$250K	Hold	2,398	–	–	0.05%	83
2025 Q3	$250K	Hold	2,398	–	–	0.05%	82
2025 Q2	$232K	Buy	+2,398	New	+$208K	0.05%	84
2025 Q1	–	Sell	-3,475	Closed	-$311K	–	84
2024 Q4	$311K	Hold	3,475	–	–	0.08%	66
2024 Q3	$292K	Sell	3,475 -127	-4%	-$10.3K	0.07%	65
2024 Q2	$293K	Hold	3,602	–	–	0.09%	65
2024 Q1	$272K	Hold	3,602	–	–	0.09%	66
2023 Q4	$244K	Hold	3,602	–	–	0.12%	62
2023 Q3	$215K	Hold	3,602	–	–	0.13%	50
2023 Q2	$225K	Buy	+3,602	New	+$207K	0.14%	45

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

Family Investment Center's ILCG Position: Q2 2026 in Review

Family Investment Center held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,398 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #99.

Family Investment Center first reported a position in ILCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $311K in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Family Investment Center held 2,398 shares of iShares Morningstar Growth ETF worth $281K as of Q2 2026.
Family Investment Center left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #99 holding.
Family Investment Center first reported a position in iShares Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
Family Investment Center's iShares Morningstar Growth ETF position peaked at $311K in Q4 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.