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Harbour Investments’s iShares Morningstar Growth ETF ILCG Stock Holding History

Harbour Investments’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 		$322K Hold
2,754
– – ﹤0.01% 1339
2026
Q1 		$263K Buy
+2,754
New +$280K ﹤0.01% 1380
2021
Q4 		– Sell
-2,095
Closed -$137K – 3141
2021
Q3 		$137K Hold
2,095
– – ﹤0.01% 1202
2021
Q2 		$136K Hold
2,095
– – ﹤0.01% 1237
2021
Q1 		$121K Buy
+2,095
New +$123K ﹤0.01% 1209

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

Harbour Investments's ILCG Position: Q2 2026 in Review

Harbour Investments held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,754 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Harbour Investments first reported a position in ILCG in Q1 2021 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Harbour Investments held 2,754 shares of iShares Morningstar Growth ETF worth $322K as of Q2 2026.
  • Harbour Investments left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1339 holding.
  • Harbour Investments first reported a position in iShares Morningstar Growth ETF in Q1 2021 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.