MML Investors Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

MML Investors Services’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	$33.7M	Buy	288,309 +46,206	+19%	+$5.17M	0.07%	290
2026 Q1	$23.1M	Sell	242,103 -42,765	-15%	-$4.34M	0.06%	291
2025 Q4	$29.6M	Buy	284,868 +9,198	+3%	+$961K	0.07%	261
2025 Q3	$28.8M	Sell	275,670 -2,939	-1%	-$295K	0.08%	249
2025 Q2	$27M	Buy	278,609 +2,715	+1%	+$236K	0.08%	250
2025 Q1	$22.3M	Sell	275,894 -1,135	-0.4%	-$101K	0.07%	264
2024 Q4	$24.8M	Buy	277,029 +6,835	+3%	+$604K	0.09%	234
2024 Q3	$22.7M	Buy	270,194 +16,837	+7%	+$1.36M	0.08%	242
2024 Q2	$20.6M	Buy	253,357 +15,847	+7%	+$1.21M	0.08%	239
2024 Q1	$17.9M	Buy	237,510 +9,943	+4%	+$716K	0.07%	269
2023 Q4	$15.4M	Buy	227,567 +23,335	+11%	+$1.48M	0.07%	275
2023 Q3	$12.2M	Buy	204,232 +7,666	+4%	+$477K	0.07%	279
2023 Q2	$12.3M	Buy	196,566 +8,105	+4%	+$466K	0.07%	281
2023 Q1	$10.4M	Buy	188,461 +13,190	+8%	+$691K	0.07%	272
2022 Q4	$8.53M	Sell	175,271 -11,146	-6%	-$557K	0.06%	342
2022 Q3	$9M	Sell	186,417 -21,495	-10%	-$1.16M	0.07%	278
2022 Q2	$10.4M	Sell	207,912 -63,102	-23%	-$3.5M	0.08%	254
2022 Q1	$17.6M	Sell	271,014 -3,587	-1%	-$229K	0.12%	185
2021 Q4	$19.7M	Buy	274,601 +33,253	+14%	+$2.34M	0.14%	160
2021 Q3	$15.8M	Buy	241,348 +5,909	+3%	+$399K	0.13%	182
2021 Q2	$15.2M	Sell	235,439 -24,541	-9%	-$1.51M	0.13%	178
2021 Q1	$15M	Sell	259,980 -12,425	-5%	-$727K	0.14%	164
2020 Q4	$15.8M	Sell	272,405 -3,450	-1%	-$191K	0.17%	141
2020 Q3	$14.8M	Sell	275,855 -109,350	-28%	-$5.64M	0.18%	130
2020 Q2	$18.1M	Sell	385,205 -40,820	-10%	-$1.77M	0.24%	102
2020 Q1	$15.8M	Sell	426,025 -1,720	-0.4%	-$71.9K	0.27%	88
2019 Q4	$18M	Buy	427,745 +17,410	+4%	+$692K	0.26%	93
2019 Q3	$15.7M	Sell	410,335 -46,405	-10%	-$1.8M	0.25%	92
2019 Q2	$17.5M	Buy	456,740 +20,700	+5%	+$774K	0.25%	101
2019 Q1	$15.9M	Buy	436,040 +31,140	+8%	+$1.08M	0.25%	107
2018 Q4	$12.8M	Sell	404,900 -10,435	-3%	-$353K	0.23%	109
2018 Q3	$15.4M	Buy	415,335 +81,120	+24%	+$2.94M	0.26%	95
2018 Q2	$11.7M	Buy	334,215 +39,100	+13%	+$1.33M	0.25%	97
2018 Q1	$9.67M	Buy	295,115 +29,890	+11%	+$993K	0.2%	119
2017 Q4	$8.3M	Buy	265,225 +44,900	+20%	+$1.37M	0.16%	138
2017 Q3	$6.45M	Buy	220,325 +19,835	+10%	+$571K	0.13%	154
2017 Q2	$5.58M	Buy	+200,490	New	+$5.51M	0.11%	163

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

MML Investors Services's ILCG Position: Q2 2026 in Review

MML Investors Services increased its iShares Morningstar Growth ETF (ILCG) stake by 19% in Q2 2026, buying an estimated $5.17M and bringing the position to 288,309 shares worth $33.7M. The position accounts for 0.07% of the portfolio, ranked #290.

MML Investors Services first reported a position in ILCG in Q2 2017 and has held it in 37 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

MML Investors Services held 288,309 shares of iShares Morningstar Growth ETF worth $33.7M as of Q2 2026.
MML Investors Services bought 46,206 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $5.17M.
iShares Morningstar Growth ETF made up 0.07% of MML Investors Services's portfolio in Q2 2026, its #290 holding.
MML Investors Services first reported a position in iShares Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.