Janney Montgomery Scott
ILCG icon

Janney Montgomery Scott’s iShares Morningstar Growth ETF ILCG Stock Holding History

Janney Montgomery Scott’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 		$963K Buy
8,227
+602
+8% +$67.3K ﹤0.01% 1952
2026
Q1 		$728K Hold
7,625
– – ﹤0.01% 1823
2025
Q4 		$793K Hold
7,625
– – ﹤0.01% 1878
2025
Q3 		$795K Buy
+7,625
New +$766K ﹤0.01% 1862
2025
Q1 		– Sell
-2,755
Closed -$247K – 2758
2024
Q4 		$247K Sell
2,755
-210
-7% -$18.6K ﹤0.01% 2433
2024
Q3 		$249K Sell
2,965
-315
-10% -$25.5K ﹤0.01% 2402
2024
Q2 		$267K Sell
3,280
-165
-5% -$12.6K ﹤0.01% 2275
2024
Q1 		$260K Sell
3,445
-438
-11% -$31.6K ﹤0.01% 2423
2023
Q4 		$263K Buy
3,883
+187
+5% +$11.8K ﹤0.01% 2307
2023
Q3 		$221K Sell
3,696
-156
-4% -$9.7K ﹤0.01% 2329
2023
Q2 		$240K Sell
3,852
-235
-6% -$13.5K ﹤0.01% 2363
2023
Q1 		$226K Sell
4,087
-33,034
-89% -$1.73M ﹤0.01% 2223
2022
Q4 		$1.81M Sell
37,121
-449
-1% -$22.5K 0.01% 1070
2022
Q3 		$1.81M Sell
37,570
-13,889
-27% -$751K 0.01% 1012
2022
Q2 		$2.61M Buy
51,459
+1,472
+3% +$81.6K 0.01% 821
2022
Q1 		$3.25M Buy
49,987
+8,932
+22% +$570K 0.01% 732
2021
Q4 		$2.95M Buy
41,055
+10,073
+33% +$708K 0.01% 806
2021
Q3 		$2.03M Buy
30,982
+3,819
+14% +$258K 0.01% 940
2021
Q2 		$1.76M Buy
27,163
+3,108
+13% +$191K 0.01% 997
2021
Q1 		$1.39M Sell
24,055
-18,395
-43% -$1.08M 0.01% 1045
2020
Q4 		$2.46M Sell
42,450
-2,245
-5% -$125K 0.01% 783
2020
Q3 		$2.39M Sell
44,695
-23,105
-34% -$1.19M 0.01% 742
2020
Q2 		$3.18M Buy
67,800
+60,225
+795% +$2.62M 0.02% 604
2020
Q1 		$281K Hold
7,575
– – ﹤0.01% 1518
2019
Q4 		$318K Hold
7,575
– – ﹤0.01% 1684
2019
Q3 		$290K Buy
7,575
+455
+6% +$17.7K ﹤0.01% 1707
2019
Q2 		$273K Sell
7,120
-1,915
-21% -$71.6K ﹤0.01% 1740
2019
Q1 		$330K Buy
+9,035
New +$314K ﹤0.01% 1614

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

Janney Montgomery Scott's ILCG Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Morningstar Growth ETF (ILCG) stake by 7.9% in Q2 2026, buying an estimated $67.3K and bringing the position to 8,227 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Janney Montgomery Scott first reported a position in ILCG in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.25M in Q1 2022. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Janney Montgomery Scott held 8,227 shares of iShares Morningstar Growth ETF worth $963K as of Q2 2026.
  • Janney Montgomery Scott bought 602 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $67.3K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1952 holding.
  • Janney Montgomery Scott first reported a position in iShares Morningstar Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • Janney Montgomery Scott's iShares Morningstar Growth ETF position peaked at $3.25M in Q1 2022.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.