MFG
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Merit Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Merit 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 		$6.63M Buy
56,663
+2,444
+5% +$273K 0.04% 352
2026
Q1 		$5.18M Sell
54,219
-420
-0.8% -$42.7K 0.04% 384
2025
Q4 		$5.68M Sell
54,639
-44
-0.1% -$4.59K 0.05% 334
2025
Q3 		$5.7M Sell
54,683
-461
-0.8% -$46.3K 0.05% 289
2025
Q2 		$5.34M Sell
55,144
-829
-1% -$72K 0.06% 259
2025
Q1 		$4.53M Buy
55,973
+5,050
+10% +$447K 0.07% 238
2024
Q4 		$4.56M Buy
50,923
+1,567
+3% +$139K 0.08% 201
2024
Q3 		$4.15M Buy
49,356
+81
+0.2% +$6.57K 0.09% 168
2024
Q2 		$4.01M Buy
49,275
+50
+0.1% +$3.83K 0.09% 171
2024
Q1 		$3.66M Buy
49,225
+54
+0.1% +$3.89K 0.09% 177
2023
Q4 		$3.33M Buy
49,171
+476
+1% +$30.1K 0.1% 137
2023
Q3 		$2.9M Sell
48,695
-16
-0% -$995 0.1% 169
2023
Q2 		$3.04M Sell
48,711
-633
-1% -$36.4K 0.1% 160
2023
Q1 		$2.73M Sell
49,344
-554
-1% -$29K 0.1% 157
2022
Q4 		$2.43M Buy
49,898
+424
+0.9% +$21.2K 0.09% 169
2022
Q3 		$2.39M Buy
+49,474
New +$2.67M 0.1% 140

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

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

Merit Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 4.5% in Q2 2026, buying an estimated $273K and bringing the position to 56,663 shares worth $6.63M. The position accounts for 0.04% of the portfolio, ranked #352.

Merit Financial Group first reported a position in ILCG in Q3 2022 and has held it in 16 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Merit Financial Group held 56,663 shares of iShares Morningstar Growth ETF worth $6.63M as of Q2 2026.
  • Merit Financial Group bought 2,444 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $273K.
  • iShares Morningstar Growth ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #352 holding.
  • Merit Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.