IRC
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Investors Research Corp’s iShares Morningstar Growth ETF ILCG Stock Holding History

Investors Research Corp’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 		$10.7M Buy
91,309
+462
+0.5% +$51.7K 1.91% 12
2026
Q1 		$8.67M Buy
90,847
+9,340
+11% +$949K 1.66% 14
2025
Q4 		$8.48M Buy
81,507
+6,302
+8% +$658K 1.55% 14
2025
Q3 		$7.84M Buy
75,205
+7,160
+11% +$719K 1.45% 15
2025
Q2 		$6.59M Buy
68,045
+12,875
+23% +$1.12M 1.29% 16
2025
Q1 		$4.47M Buy
55,170
+11,755
+27% +$1.04M 0.97% 21
2024
Q4 		$3.89M Buy
43,415
+8,848
+26% +$782K 0.85% 23
2024
Q3 		$2.91M Buy
34,567
+10,398
+43% +$843K 0.63% 28
2024
Q2 		$1.97M Buy
24,169
+8,296
+52% +$635K 0.46% 41
2024
Q1 		$1.2M Buy
15,873
+7,106
+81% +$512K 0.28% 81
2023
Q4 		$595K Buy
8,767
+6,531
+292% +$413K 0.14% 189
2023
Q3 		$133K Buy
+2,236
New +$139K 0.03% 371

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

Investors Research Corp's ILCG Position: Q2 2026 in Review

Investors Research Corp increased its iShares Morningstar Growth ETF (ILCG) stake by 0.51% in Q2 2026, buying an estimated $51.7K and bringing the position to 91,309 shares worth $10.7M. The position accounts for 1.91% of the portfolio, ranked #12.

Investors Research Corp first reported a position in ILCG in Q3 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Investors Research Corp held 91,309 shares of iShares Morningstar Growth ETF worth $10.7M as of Q2 2026.
  • Investors Research Corp bought 462 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $51.7K.
  • iShares Morningstar Growth ETF made up 1.91% of Investors Research Corp's portfolio in Q2 2026, its #12 holding.
  • Investors Research Corp first reported a position in iShares Morningstar Growth ETF in Q3 2023 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 Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.