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Garton & Associates Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,075
Closed -$112K – 392
2025
Q4 		$112K Buy
+1,075
New +$112K 0.06% 209

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's ILCG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 1,075 shares — an estimated $112K sold.

Garton & Associates Financial Advisors first reported a position in ILCG in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,075 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $112K.
  • Garton & Associates Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Morningstar Growth ETF position peaked at $112K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.