Farther Finance Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Farther Finance 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 Q3	$2.5M	Sell	21,342 -5,503	-20%	-$633K	0.02%	674
2026 Q2	$3.14M	Sell	26,845 -4,334	-14%	-$485K	0.02%	546
2026 Q1	$3.02M	Sell	31,179 -48,259	-61%	-$4.9M	0.03%	492
2025 Q4	$8.26M	Buy	79,438 +71,870	+950%	+$7.51M	0.09%	197
2025 Q3	$789K	Buy	+7,568	New	+$760K	0.01%	846
2025 Q2	–	Sell	-26	Closed	-$2.13K	–	4576
2025 Q1	$2.13K	Buy	+26	New	+$2.3K	﹤0.01%	3365

Other funds holding ILCG

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

Farther Finance Advisors's ILCG Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 20% in Q3 2026, selling an estimated $633K and leaving 21,342 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #674.

Farther Finance Advisors first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.26M in Q4 2025. 15 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Farther Finance Advisors held 21,342 shares of iShares Morningstar Growth ETF worth $2.5M as of Q3 2026.
Farther Finance Advisors sold 5,503 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $633K.
iShares Morningstar Growth ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #674 holding.
Farther Finance Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's iShares Morningstar Growth ETF position peaked at $8.26M in Q4 2025.
15 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.