Marshall Wace’s iShares Morningstar Growth ETF ILCG Stock Holding History

Marshall Wace’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
2025 Q3	–	Sell	-7,632	Closed	-$740K	–	3110
2025 Q2	$740K	Buy	+7,632	New	+$663K	﹤0.01%	1984
2024 Q4	–	Sell	-4,452	Closed	-$374K	–	2774
2024 Q3	$374K	Sell	4,452 -3,848	-46%	-$312K	﹤0.01%	2040
2024 Q2	$676K	Sell	8,300 -1,490	-15%	-$114K	﹤0.01%	1843
2024 Q1	$739K	Buy	+9,790	New	+$705K	﹤0.01%	1776
2023 Q4	–	Sell	-10,675	Closed	-$637K	–	2365
2023 Q3	$637K	Buy	10,675 +5,879	+123%	+$365K	﹤0.01%	1646
2023 Q2	$299K	Buy	+4,796	New	+$276K	﹤0.01%	2145
2019 Q2	–	Sell	-1,420	Closed	-$52K	–	1567
2019 Q1	$52K	Buy	+1,420	New	+$49.4K	﹤0.01%	1526

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Marshall Wace's ILCG Position: Q3 2025 in Review

Marshall Wace sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 7,632 shares — an estimated $740K sold.

Marshall Wace first reported a position in ILCG in Q1 2019 and held it in 7 quarters. The position peaked at $740K in Q2 2025. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

Marshall Wace reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 7,632 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $740K.
Marshall Wace first reported a position in iShares Morningstar Growth ETF in Q1 2019 and held it in 7 quarters.
Marshall Wace's iShares Morningstar Growth ETF position peaked at $740K in Q2 2025.
325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.