Global Retirement Partners’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 | $2.15M | Buy |
+18,349
| New | +$2.05M | 0.03% | 464 |
|
|
2025
Q4 | $1.82M | Buy |
17,533
+2,503
| +17% | +$261K | 0.03% | 462 |
|
|
2025
Q3 | $1.57M | Buy |
15,030
+1,672
| +13% | +$168K | 0.04% | 410 |
|
|
2025
Q2 | $1.29M | Buy |
+13,358
| New | +$1.16M | 0.03% | 437 |
|
|
2024
Q4 | $540K | Sell |
6,025
-747
| -11% | -$66.1K | 0.02% | 606 |
|
|
2024
Q3 | $569K | Buy |
6,772
+393
| +6% | +$31.9K | 0.02% | 598 |
|
|
2024
Q2 | $519K | Buy |
6,379
+288
| +5% | +$22K | 0.02% | 602 |
|
|
2024
Q1 | $460K | Sell |
6,091
-651
| -10% | -$46.9K | 0.02% | 551 |
|
|
2023
Q4 | $459K | Buy |
6,742
+766
| +13% | +$48.4K | 0.02% | 519 |
|
|
2023
Q3 | $357K | Buy |
5,976
+481
| +9% | +$29.9K | 0.02% | 514 |
|
|
2023
Q2 | $343K | Hold |
5,495
| – | – | 0.02% | 533 |
|
|
2023
Q1 | $303K | Sell |
5,495
-810
| -13% | -$42.4K | 0.02% | 549 |
|
|
2022
Q4 | $307K | Sell |
6,305
-250
| -4% | -$12.5K | 0.02% | 481 |
|
|
2022
Q3 | $331K | Hold |
6,555
| – | – | 0.03% | 436 |
|
|
2022
Q2 | $328K | Hold |
6,555
| – | – | 0.03% | 442 |
|
|
2022
Q1 | $335K | Sell |
6,555
-12
| -0.2% | -$766 | 0.03% | 437 |
|
|
2021
Q4 | $472K | Sell |
6,567
-930
| -12% | -$65.4K | 0.37% | 36 |
|
|
2021
Q3 | $491K | Buy |
7,497
+1,050
| +16% | +$70.9K | 0.05% | 305 |
|
|
2021
Q2 | $418K | Sell |
6,447
-528
| -8% | -$32.4K | 0.04% | 322 |
|
|
2021
Q1 | $402K | Sell |
6,975
-7,125
| -51% | -$417K | 0.05% | 291 |
|
|
2020
Q4 | $817K | Sell |
14,100
-4,430
| -24% | -$246K | 0.1% | 179 |
|
|
2020
Q3 | $991K | Sell |
18,530
-2,825
| -13% | -$146K | 0.15% | 147 |
|
|
2020
Q2 | $1M | Buy |
21,355
+11,505
| +117% | +$500K | 0.16% | 132 |
|
|
2020
Q1 | $366K | Buy |
9,850
+5,865
| +147% | +$245K | 0.07% | 233 |
|
|
2019
Q4 | $167K | Hold |
3,985
| – | – | 0.03% | 399 |
|
|
2019
Q3 | $153K | Hold |
3,985
| – | – | 0.03% | 405 |
|
|
2019
Q2 | $153K | Sell |
3,985
-2,950
| -43% | -$110K | 0.03% | 384 |
|
|
2019
Q1 | $254K | Buy |
6,935
+2,475
| +55% | +$86.1K | 0.06% | 259 |
|
|
2018
Q4 | $141K | Buy |
4,460
+660
| +17% | +$22.3K | 0.04% | 332 |
|
|
2018
Q3 | $141K | Hold |
3,800
| – | – | 0.03% | 348 |
|
|
2018
Q2 | $133K | Hold |
3,800
| – | – | 0.03% | 339 |
|
|
2018
Q1 | $125K | Buy |
3,800
+925
| +32% | +$30.7K | 0.03% | 342 |
|
|
2017
Q4 | $90K | Hold |
2,875
| – | – | 0.02% | 387 |
|
|
2017
Q3 | $84K | Sell |
2,875
-700
| -20% | -$20.1K | 0.03% | 340 |
|
|
2017
Q2 | $100K | Hold |
3,575
| – | – | 0.05% | 300 |
|
|
2017
Q1 | $94K | Hold |
3,575
| – | – | 0.05% | 284 |
|
|
2016
Q4 | $87K | Buy |
+3,575
| New | +$86.2K | 0.06% | 257 |
|
Other funds holding ILCG
CT
FWP
BDWCC
Global Retirement Partners's ILCG Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 18,349 shares worth $2.15M. The stake represents 0.03% of the portfolio and ranks #464 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ILCG as recently as Q4 2025.
Global Retirement Partners first reported a position in ILCG in Q4 2016 and has held it in 37 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.
- Global Retirement Partners held 18,349 shares of iShares Morningstar Growth ETF worth $2.15M as of Q2 2026.
- iShares Morningstar Growth ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Morningstar Growth ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #464 holding.
- Global Retirement Partners first reported a position in iShares Morningstar Growth ETF in Q4 2016 and has held it in 37 quarters since.
- 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.