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HRT Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

HRT Financial’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 		$1.92M Buy
+16,447
New +$1.84M ﹤0.01% 1780
2025
Q4 		– Sell
-2,638
Closed -$275K – 3563
2025
Q3 		$275K Buy
+2,638
New +$265K ﹤0.01% 2227
2025
Q2 		– Sell
-6,620
Closed -$536K – 3072
2025
Q1 		$536K Buy
+6,620
New +$587K ﹤0.01% 1430

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

HRT Financial's ILCG Position: Q2 2026 in Review

HRT Financial opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 16,447 shares worth $1.92M. The stake represents ﹤0.01% of the portfolio and ranks #1780 among its holdings. This is a return to the name: HRT Financial previously reported a position in ILCG as recently as Q3 2025.

HRT Financial first reported a position in ILCG in Q1 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • HRT Financial held 16,447 shares of iShares Morningstar Growth ETF worth $1.92M as of Q2 2026.
  • iShares Morningstar Growth ETF was a new HRT Financial position in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1780 holding.
  • HRT Financial first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.