IFG Advisory’s iShares Morningstar Growth ETF ILCG Stock Holding History

IFG Advisory’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	-4,153	Closed	-$432K	–	607
2025 Q4	$432K	Hold	4,153	–	–	0.02%	541
2025 Q3	$433K	Hold	4,153	–	–	0.02%	530
2025 Q2	$402K	Hold	4,153	–	–	0.02%	519
2025 Q1	$336K	Buy	4,153 +267	+7%	+$23.7K	0.02%	533
2024 Q4	$348K	Buy	+3,886	New	+$344K	0.02%	501
2024 Q3	–	Sell	-4,162	Closed	-$339K	–	497
2024 Q2	$339K	Buy	+4,162	New	+$319K	0.02%	483
2024 Q1	–	Sell	-4,024	Closed	-$273K	–	470
2023 Q4	$273K	Hold	4,024	–	–	0.02%	488
2023 Q3	$240K	Buy	+4,024	New	+$250K	0.02%	481
2023 Q2	–	Sell	-5,687	Closed	-$315K	–	406
2023 Q1	$315K	Buy	5,687 +1,405	+33%	+$73.6K	0.03%	398
2022 Q4	$208K	Buy	+4,282	New	+$214K	0.02%	458
2022 Q2	–	Sell	-4,888	Closed	-$317K	–	494
2022 Q1	$317K	Buy	+4,888	New	+$312K	0.03%	386

Other funds holding ILCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFG Advisory's ILCG Position: Q1 2026 in Review

IFG Advisory sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 4,153 shares — an estimated $432K sold.

IFG Advisory first reported a position in ILCG in Q1 2022 and held it in 11 quarters. The position peaked at $433K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

IFG Advisory reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 4,153 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $432K.
IFG Advisory first reported a position in iShares Morningstar Growth ETF in Q1 2022 and held it in 11 quarters.
IFG Advisory's iShares Morningstar Growth ETF position peaked at $433K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.