Focus Financial Network’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.82M Sell
15,594
-5,665
-27% -$633K 0.06% 251
2026
Q1
$2.03M Sell
21,259
-5,070
-19% -$515K 0.07% 211
2025
Q4
$2.74M Sell
26,329
-8,331
-24% -$870K 0.1% 167
2025
Q3
$3.61M Sell
34,660
-8,400
-20% -$844K 0.13% 132
2025
Q2
$4.17M Sell
43,060
-2,638
-6% -$229K 0.16% 103
2025
Q1
$3.7M Buy
45,698
+3,389
+8% +$300K 0.15% 115
2024
Q4
$3.79M Buy
42,309
+1,017
+2% +$89.9K 0.15% 120
2024
Q3
$3.47M Buy
41,292
+2,321
+6% +$188K 0.14% 126
2024
Q2
$3.19M Buy
38,971
+81
+0.2% +$6.2K 0.14% 119
2024
Q1
$2.81M Sell
38,890
-859
-2% -$61.9K 0.14% 123
2023
Q4
$2.7M Buy
39,749
+1,313
+3% +$83K 0.1% 172
2023
Q3
$2.3M Buy
38,436
+439
+1% +$27.3K 0.13% 136
2023
Q2
$2.37M Buy
37,997
+1,845
+5% +$106K 0.13% 135
2023
Q1
$2M Buy
36,152
+20
+0.1% +$1.05K 0.12% 139
2022
Q4
$1.76M Buy
36,132
+4,526
+14% +$226K 0.14% 126
2022
Q3
$1.53M Buy
31,606
+24
+0.1% +$1.3K 0.13% 136
2022
Q2
$1.58M Buy
31,582
+640
+2% +$35.5K 0.13% 135
2022
Q1
$2.01M Buy
+30,942
New +$1.97M 0.14% 127
2021
Q1
Sell
-30,715
Closed -$1.78M 452
2020
Q4
$1.78M Buy
30,715
+3,870
+14% +$215K 0.16% 123
2020
Q3
$1.44M Buy
26,845
+1,455
+6% +$75K 0.13% 149
2020
Q2
$1.19M Buy
25,390
+8,330
+49% +$362K 0.13% 146
2020
Q1
$634K Buy
17,060
+1,690
+11% +$70.7K 0.09% 187
2019
Q4
$646K Sell
15,370
-565
-4% -$22.5K 0.08% 211
2019
Q3
$610K Buy
15,935
+350
+2% +$13.6K 0.08% 199
2019
Q2
$598K Sell
15,585
-505
-3% -$18.9K 0.09% 194
2019
Q1
$588K Buy
+16,090
New +$560K 0.09% 184

Other funds holding ILCG

Focus Financial Network's ILCG Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Morningstar Growth ETF (ILCG) stake by 27% in Q2 2026, selling an estimated $633K and leaving 15,594 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #251.

Focus Financial Network first reported a position in ILCG in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.17M in Q2 2025. 57 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Focus Financial Network held 15,594 shares of iShares Morningstar Growth ETF worth $1.82M as of Q2 2026.
  • Focus Financial Network sold 5,665 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $633K.
  • iShares Morningstar Growth ETF made up 0.06% of Focus Financial Network's portfolio in Q2 2026, its #251 holding.
  • Focus Financial Network first reported a position in iShares Morningstar Growth ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's iShares Morningstar Growth ETF position peaked at $4.17M in Q2 2025.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.