IA
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Invested Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Invested 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 		$800K Buy
6,836
+1,428
+26% +$160K 0.71% 33
2026
Q1 		$516K Sell
5,408
-177
-3% -$18K 0.52% 50
2025
Q4 		$581K Buy
+5,585
New +$583K 0.6% 37

Other funds holding ILCG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Invested Advisors's ILCG Position: Q2 2026 in Review

Invested Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 26% in Q2 2026, buying an estimated $160K and bringing the position to 6,836 shares worth $800K. The position accounts for 0.71% of the portfolio, ranked #33.

Invested Advisors first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Invested Advisors held 6,836 shares of iShares Morningstar Growth ETF worth $800K as of Q2 2026.
  • Invested Advisors bought 1,428 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $160K.
  • iShares Morningstar Growth ETF made up 0.71% of Invested Advisors's portfolio in Q2 2026, its #33 holding.
  • Invested Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.