Focus Partners Wealth
ILCG icon

Focus Partners Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Focus Partners Wealth’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 		$1.07M Sell
9,104
-231
-2% -$25.8K ﹤0.01% 1629
2026
Q1 		$891K Sell
9,335
-2,264
-20% -$230K ﹤0.01% 1675
2025
Q4 		$1.21M Buy
11,599
+3,700
+47% +$386K ﹤0.01% 1554
2025
Q3 		$824K Hold
7,899
– – ﹤0.01% 1372
2025
Q2 		$765K Buy
7,899
+236
+3% +$20.5K ﹤0.01% 1256
2025
Q1 		$621K Sell
7,663
-236
-3% -$20.9K ﹤0.01% 1243
2024
Q4 		$708K Buy
7,899
+850
+12% +$75.2K ﹤0.01% 1182
2024
Q3 		$592K Buy
+7,049
New +$571K ﹤0.01% 1095

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 22.9% 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 Partners Wealth's ILCG Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Morningstar Growth ETF (ILCG) stake by 2.5% in Q2 2026, selling an estimated $25.8K and leaving 9,104 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Focus Partners Wealth first reported a position in ILCG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Focus Partners Wealth held 9,104 shares of iShares Morningstar Growth ETF worth $1.07M as of Q2 2026.
  • Focus Partners Wealth sold 231 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1629 holding.
  • Focus Partners Wealth first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's iShares Morningstar Growth ETF position peaked at $1.21M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.