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

Larson 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 		$58.5K Hold
500
– – ﹤0.01% 1451
2026
Q1 		$47.7K Hold
500
– – ﹤0.01% 1380
2025
Q4 		$52K Sell
500
-17
-3% -$1.77K ﹤0.01% 1211
2025
Q3 		$53.9K Buy
517
+17
+3% +$1.71K ﹤0.01% 1126
2025
Q2 		$48.5K Hold
500
– – ﹤0.01% 1084
2025
Q1 		$40.5K Hold
500
– – ﹤0.01% 1105
2024
Q4 		$44.8K Hold
500
– – ﹤0.01% 934
2024
Q3 		$42K Hold
500
– – ﹤0.01% 959
2024
Q2 		$40.7K Buy
+500
New +$38.3K ﹤0.01% 858

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

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

Larson Financial Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 500 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Larson Financial Group first reported a position in ILCG in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Larson Financial Group held 500 shares of iShares Morningstar Growth ETF worth $58.5K as of Q2 2026.
  • Larson Financial Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1451 holding.
  • Larson Financial Group first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.