IFG
ILCG icon

Independent Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Independent Financial Group’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 		$807K Hold
6,892
– – 0.02% 778
2026
Q1 		$658K Sell
6,892
-299
-4% -$30.4K 0.01% 795
2025
Q4 		$748K Buy
7,191
+669
+10% +$69.9K 0.02% 729
2025
Q3 		$680K Buy
6,522
+95
+1% +$9.54K 0.02% 730
2025
Q2 		$623K Buy
6,427
+664
+12% +$57.7K 0.02% 689
2025
Q1 		$467K Sell
5,763
-550
-9% -$48.7K 0.02% 736
2024
Q4 		$566K Hold
6,313
– – 0.02% 651
2024
Q3 		$531K Hold
6,313
– – 0.02% 633
2024
Q2 		$514K Buy
6,313
+695
+12% +$53.2K 0.02% 597
2024
Q1 		$424K Buy
+5,618
New +$405K 0.02% 642

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

Independent Financial Group's ILCG Position: Q2 2026 in Review

Independent Financial Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 6,892 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #778.

Independent Financial Group first reported a position in ILCG in Q1 2024 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Independent Financial Group held 6,892 shares of iShares Morningstar Growth ETF worth $807K as of Q2 2026.
  • Independent Financial Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #778 holding.
  • Independent Financial Group first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.