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

Focus Financial Network’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 		$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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

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. 351 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.
  • 351 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.