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 Q2	$1.54M	Buy	+13,162	New	+$1.47M	0.05%	343
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

IFG Advisory's ILCG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 13,162 shares worth $1.54M. The stake represents 0.05% of the portfolio and ranks #343 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ILCG as recently as Q4 2025.

IFG Advisory first reported a position in ILCG in Q1 2022 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

IFG Advisory held 13,162 shares of iShares Morningstar Growth ETF worth $1.54M as of Q2 2026.
iShares Morningstar Growth ETF was a new IFG Advisory position in Q2 2026.
iShares Morningstar Growth ETF made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #343 holding.
IFG Advisory first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 12 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.