First Interstate Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

First Interstate Bank’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	$293K	Hold	2,500	–	–	0.02%	173
2026 Q1	$239K	Hold	2,500	–	–	0.01%	174
2025 Q4	$260K	Hold	2,500	–	–	0.01%	175
2025 Q3	$261K	Hold	2,500	–	–	0.01%	178
2025 Q2	$242K	Hold	2,500	–	–	0.01%	165
2025 Q1	$202K	Hold	2,500	–	–	0.01%	165
2024 Q4	$224K	Hold	2,500	–	–	0.01%	170
2024 Q3	$210K	Hold	2,500	–	–	0.01%	178
2024 Q2	$204K	Buy	+2,500	New	+$191K	0.01%	165
2020 Q1	–	Sell	-2,500	Closed	-$105K	–	322
2019 Q4	$105K	Hold	2,500	–	–	0.02%	218
2019 Q3	$96K	Hold	2,500	–	–	0.02%	260
2019 Q2	$96K	Hold	2,500	–	–	0.02%	277
2019 Q1	$91K	Hold	2,500	–	–	0.02%	288
2018 Q4	$79K	Hold	2,500	–	–	0.02%	296
2018 Q3	$93K	Hold	2,500	–	–	0.02%	288
2018 Q2	$87K	Hold	2,500	–	–	0.02%	302
2018 Q1	$82K	Hold	2,500	–	–	0.02%	308
2017 Q4	$78K	Hold	2,500	–	–	0.02%	312
2017 Q3	$73K	Hold	2,500	–	–	0.02%	316
2017 Q2	$70K	Hold	2,500	–	–	0.01%	317
2017 Q1	$66K	Hold	2,500	–	–	0.01%	319
2016 Q4	$61K	Hold	2,500	–	–	0.01%	324
2016 Q3	$61K	Hold	2,500	–	–	0.01%	335
2016 Q2	$59K	Hold	2,500	–	–	0.01%	329
2016 Q1	$59K	Hold	2,500	–	–	0.01%	329
2015 Q4	$60K	Buy	+2,500	New	+$60.6K	0.01%	337

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

First Interstate Bank's ILCG Position: Q2 2026 in Review

First Interstate Bank held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,500 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #173.

First Interstate Bank first reported a position in ILCG in Q4 2015 and has held it in 26 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

First Interstate Bank held 2,500 shares of iShares Morningstar Growth ETF worth $293K as of Q2 2026.
First Interstate Bank left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.02% of First Interstate Bank's portfolio in Q2 2026, its #173 holding.
First Interstate Bank first reported a position in iShares Morningstar Growth ETF in Q4 2015 and has held it in 26 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.