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IFP Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

IFP Advisors’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 		$21.3K Buy
182
+24
+15% +$2.68K ﹤0.01% 2943
2026
Q1 		$15.1K Buy
158
+54
+52% +$5.49K ﹤0.01% 2935
2025
Q4 		$10.8K Buy
104
+33
+46% +$3.45K ﹤0.01% 3027
2025
Q3 		$7.41K Sell
71
-5,398
-99% -$542K ﹤0.01% 3051
2025
Q2 		$530K Sell
5,469
-2,781
-34% -$242K 0.02% 811
2025
Q1 		$668K Buy
8,250
+49
+0.6% +$4.34K 0.02% 676
2024
Q4 		$735K Buy
8,201
+3,696
+82% +$327K 0.02% 609
2024
Q3 		$379K Buy
4,505
+350
+8% +$28.4K 0.01% 799
2024
Q2 		$338K Sell
4,155
-162
-4% -$12.4K 0.01% 792
2024
Q1 		$326K Buy
4,317
+236
+6% +$17K 0.01% 762
2023
Q4 		$277K Sell
4,081
-49
-1% -$3.1K 0.01% 806
2023
Q3 		$246K Sell
4,130
-1,030
-20% -$64K 0.01% 870
2023
Q2 		$322K Sell
5,160
-2,644
-34% -$152K 0.01% 813
2023
Q1 		$1.35M Buy
7,804
+4,332
+125% +$227K 0.06% 308
2022
Q4 		$606K Sell
3,472
-5,340
-61% -$267K 0.02% 812
2022
Q3 		$1.53M Sell
8,812
-1,586
-15% -$85.7K 0.04% 489
2022
Q2 		$1.8M Hold
10,398
– – 0.06% 374
2022
Q1 		$1.8M Sell
10,398
-1,184
-10% -$75.6K 0.06% 374
2021
Q4 		$833K Sell
11,582
-249
-2% -$17.5K 0.02% 451
2021
Q3 		$780K Sell
11,831
-560
-5% -$37.8K 0.02% 459
2021
Q2 		$805K Sell
12,391
-18,639
-60% -$1.14M 0.02% 421
2021
Q1 		$1.79M Sell
31,030
-32,845
-51% -$1.92M 0.03% 242
2020
Q4 		$3.69M Buy
63,875
+895
+1% +$49.7K 0.15% 112
2020
Q3 		$3.37M Buy
62,980
+41,020
+187% +$2.11M 0.2% 99
2020
Q2 		$1M Buy
21,960
+17,200
+361% +$748K 0.08% 264
2020
Q1 		$179K Buy
4,760
+4,500
+1,731% +$188K 0.02% 609
2019
Q4 		$11K Buy
+260
New +$10.3K ﹤0.01% 1878
2019
Q1 		$23K Sell
625
-6,900
-92% -$240K ﹤0.01% 1286
2018
Q4 		$236K Sell
7,525
-900
-11% -$30.4K 0.01% 801
2018
Q3 		$313K Buy
8,425
+8,050
+2,147% +$292K 0.01% 874
2018
Q2 		$13K Hold
375
– – ﹤0.01% 2736
2018
Q1 		$12K Hold
375
– – ﹤0.01% 2672
2017
Q4 		$12K Sell
375
-815
-68% -$24.9K ﹤0.01% 2709
2017
Q3 		$35K Sell
1,190
-125
-10% -$3.6K ﹤0.01% 2224
2017
Q2 		$37K Hold
1,315
– – ﹤0.01% 2170
2017
Q1 		$35K Hold
1,315
– – ﹤0.01% 2143
2016
Q4 		$32K Sell
1,315
-725
-36% -$17.5K ﹤0.01% 2148
2016
Q3 		$50K Hold
2,040
– – ﹤0.01% 1817
2016
Q2 		$48K Buy
2,040
+1,415
+226% +$33.4K ﹤0.01% 1786
2016
Q1 		$23K Sell
625
-725
-54% -$16.3K ﹤0.01% 1283
2015
Q4 		$32K Buy
+1,350
New +$32.7K ﹤0.01% 1872

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

IFP Advisors's ILCG Position: Q2 2026 in Review

IFP Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 15% in Q2 2026, buying an estimated $2.68K and bringing the position to 182 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

IFP Advisors first reported a position in ILCG in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.69M in Q4 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • IFP Advisors held 182 shares of iShares Morningstar Growth ETF worth $21.3K as of Q2 2026.
  • IFP Advisors bought 24 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $2.68K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2943 holding.
  • IFP Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's iShares Morningstar Growth ETF position peaked at $3.69M in Q4 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.