FLI
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Family Legacy Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

Family Legacy Inc’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 		$221K Buy
+1,886
New +$211K 0.06% 121
2024
Q4 		– Sell
-2,606
Closed -$219K – 123
2024
Q3 		$219K Hold
2,606
– – 0.07% 120
2024
Q2 		$212K Buy
+2,606
New +$199K 0.08% 120

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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

Family Legacy Inc's ILCG Position: Q2 2026 in Review

Family Legacy Inc opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 1,886 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Family Legacy Inc previously reported a position in ILCG as recently as Q3 2024.

Family Legacy Inc first reported a position in ILCG in Q2 2024 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Family Legacy Inc held 1,886 shares of iShares Morningstar Growth ETF worth $221K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Family Legacy Inc position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.06% of Family Legacy Inc's portfolio in Q2 2026, its #121 holding.
  • Family Legacy Inc first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.