JNBA Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

JNBA Financial 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	$30K	Hold	256	–	–	﹤0.01%	391
2026 Q1	$24.4K	Hold	256	–	–	﹤0.01%	393
2025 Q4	$26.6K	Hold	256	–	–	﹤0.01%	395
2025 Q3	$26.7K	Hold	256	–	–	﹤0.01%	379
2025 Q2	$24.8K	Hold	256	–	–	﹤0.01%	368
2025 Q1	$20.7K	Sell	256 -23	-8%	-$2.04K	﹤0.01%	376
2024 Q4	$25K	Hold	279	–	–	﹤0.01%	360
2024 Q3	$23.4K	Hold	279	–	–	﹤0.01%	377
2024 Q2	$22.7K	Hold	279	–	–	﹤0.01%	371
2024 Q1	$21.1K	Hold	279	–	–	﹤0.01%	388
2023 Q4	$18.9K	Hold	279	–	–	﹤0.01%	395
2023 Q3	$16.6K	Hold	279	–	–	﹤0.01%	402
2023 Q2	$17.4K	Hold	279	–	–	﹤0.01%	401
2023 Q1	$15.4K	Sell	279 -29	-9%	-$1.52K	﹤0.01%	422
2022 Q4	$15K	Hold	308	–	–	﹤0.01%	406
2022 Q3	$15K	Sell	308 -21	-6%	-$1.14K	﹤0.01%	412
2022 Q2	$16K	Hold	329	–	–	﹤0.01%	429
2022 Q1	$21K	Buy	+329	New	+$21K	﹤0.01%	399

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

JNBA Financial Advisors's ILCG Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 256 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

JNBA Financial Advisors first reported a position in ILCG in Q1 2022 and has held it in 18 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

JNBA Financial Advisors held 256 shares of iShares Morningstar Growth ETF worth $30K as of Q2 2026.
JNBA Financial Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #391 holding.
JNBA Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.