Regatta Research & Money Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Regatta Research & Money Management’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	$131K	Buy	+1,116	New	+$125K	0.12%	155

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's ILCG Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 1,116 shares worth $131K. The stake represents 0.12% of the portfolio and ranks #155 among its holdings.

292 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Regatta Research & Money Management held 1,116 shares of iShares Morningstar Growth ETF worth $131K as of Q2 2026.
iShares Morningstar Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Morningstar Growth ETF made up 0.12% of Regatta Research & Money Management's portfolio in Q2 2026, its #155 holding.
292 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.